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 Q2	$38.5K	Hold	400	–	–	﹤0.01%	787
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	–	407
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Golden State Wealth Management's DLN Position: Q2 2026 in Review

Golden State Wealth Management held its WisdomTree US LargeCap Dividend Fund (DLN) position steady in Q2 2026 at 400 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Golden State Wealth Management first reported a position in DLN in Q1 2019 and has held it in 11 quarters since. The position peaked at $250K in Q1 2019. 477 funds tracked by Wall St. Rank hold DLN as of Q2 2026.

Golden State Wealth Management held 400 shares of WisdomTree US LargeCap Dividend Fund worth $38.5K as of Q2 2026.
Golden State Wealth Management left its WisdomTree US LargeCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree US LargeCap Dividend Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #787 holding.
Golden State Wealth Management first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's WisdomTree US LargeCap Dividend Fund position peaked at $250K in Q1 2019.
477 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.