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GPS Wealth Strategies Group’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-3,160
Closed -$275K – 811
2025
Q3 		$275K Buy
3,160
+3
+0.1% +$254 0.03% 280
2025
Q2 		$259K Buy
3,157
+3
+0.1% +$234 0.03% 284
2025
Q1 		$250K Buy
3,154
+2
+0.1% +$160 0.03% 273
2024
Q4 		$245K Buy
3,152
+3
+0.1% +$239 0.03% 260
2024
Q3 		$247K Buy
3,149
+2
+0.1% +$151 0.03% 268
2024
Q2 		$229K Buy
3,147
+32
+1% +$2.28K 0.03% 244
2024
Q1 		$225K Buy
3,115
+59
+2% +$4.05K 0.04% 234
2023
Q4 		$203K Sell
3,056
-260
-8% -$16.3K 0.04% 241
2023
Q3 		$204K Buy
3,316
+3
+0.1% +$191 0.04% 241
2023
Q2 		$211K Buy
3,313
+2,571
+346% +$159K 0.04% 240
2023
Q1 		$45.9K Buy
+742
New +$46.1K 0.01% 496
2022
Q4 		– Sell
-382
Closed -$21K – 360
2022
Q3 		$21K Buy
382
+3
+0.8% +$182 0.01% 606
2022
Q2 		$22K Buy
379
+3
+0.8% +$189 0.01% 602
2022
Q1 		$25K Buy
376
+1
+0.3% +$65 0.01% 550
2021
Q4 		$25K Buy
375
+3
+0.8% +$190 0.01% 539
2021
Q3 		$22K Sell
372
-498
-57% -$30.7K 0.01% 546
2021
Q2 		$52K Buy
870
+2
+0.2% +$119 0.01% 393
2021
Q1 		$49K Buy
+868
New +$47.7K 0.01% 382

Other funds holding DLN

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

GPS Wealth Strategies Group's DLN Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2025, closing a stake of 3,160 shares — an estimated $275K sold.

GPS Wealth Strategies Group first reported a position in DLN in Q1 2021 and held it in 18 quarters. The position peaked at $275K in Q3 2025. 459 funds tracked by Wall St. Rank hold DLN as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 3,160 WisdomTree US LargeCap Dividend Fund shares in Q4 2025, an estimated $275K.
  • GPS Wealth Strategies Group first reported a position in WisdomTree US LargeCap Dividend Fund in Q1 2021 and held it in 18 quarters.
  • GPS Wealth Strategies Group's WisdomTree US LargeCap Dividend Fund position peaked at $275K in Q3 2025.
  • 459 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.