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Golden State Equity Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Golden State Equity Partners’s Portfolio DLN Stock Details DLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14
Closed -$1.1K – 555
2024
Q3 		$1.1K Buy
+14
New +$1.06K ﹤0.01% 751

Other funds holding DLN

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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Golden State Equity Partners's DLN Position: Q4 2024 in Review

Golden State Equity Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2024, closing a stake of 14 shares — an estimated $1.1K sold.

Golden State Equity Partners first reported a position in DLN in Q3 2024 and held it in 1 quarter. The position peaked at $1.1K in Q3 2024. 406 funds tracked by Wall St. Rank hold DLN as of Q4 2024.

  • Golden State Equity Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 14 WisdomTree US LargeCap Dividend Fund shares in Q4 2024, an estimated $1.1K.
  • Golden State Equity Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's WisdomTree US LargeCap Dividend Fund position peaked at $1.1K in Q3 2024.
  • 406 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.