GCP
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GSA Capital Partners’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

GSA Capital 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
2023
Q4 		– Sell
-8,612
Closed -$530K – 1580
2023
Q3 		$530K Buy
+8,612
New +$550K 0.05% 753

Other funds holding DLN

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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
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GSA Capital Partners's DLN Position: Q4 2023 in Review

GSA Capital Partners sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q4 2023, closing a stake of 8,612 shares — an estimated $530K sold.

GSA Capital Partners first reported a position in DLN in Q3 2023 and held it in 1 quarter. The position peaked at $530K in Q3 2023. 366 funds tracked by Wall St. Rank hold DLN as of Q4 2023.

  • GSA Capital Partners reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q4 2023 after selling out during the quarter.
  • GSA Capital Partners sold 8,612 WisdomTree US LargeCap Dividend Fund shares in Q4 2023, an estimated $530K.
  • GSA Capital Partners first reported a position in WisdomTree US LargeCap Dividend Fund in Q3 2023 and held it in 1 quarter.
  • GSA Capital Partners's WisdomTree US LargeCap Dividend Fund position peaked at $530K in Q3 2023.
  • 366 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q4 2023.

Based on GSA Capital Partners's 13F filing for Q4 2023, filed 16 Feb 2024.