GSWM
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Golden State Wealth Management’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Golden State Wealth Management’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
2026
Q1 		$35.7K Hold
400
– – ﹤0.01% 768
2025
Q4 		$35.2K Hold
400
– – ﹤0.01% 778
2025
Q3 		$34.8K Hold
400
– – ﹤0.01% 767
2025
Q2 		$32.9K Sell
400
-277
-41% -$21.6K ﹤0.01% 744
2025
Q1 		$53.7K Hold
677
– – 0.01% 578
2024
Q4 		$52.7K Buy
+677
New +$54K 0.01% 563
2020
Q2 		– Sell
-186
Closed -$8K – 350
2020
Q1 		$8K Buy
+186
New +$9.11K ﹤0.01% 653
2019
Q4 		– Sell
-4,598
Closed -$228K – 252
2019
Q3 		$228K Hold
4,598
– – 0.08% 186
2019
Q2 		$222K Sell
4,598
-700
-13% -$33.4K 0.07% 210
2019
Q1 		$250K Buy
+5,298
New +$241K 0.08% 197

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
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 $431B AUM 30.22% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return