Laird Norton Wetherby Wealth Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio GDV Stock Details GDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-7,736	Closed	-$201K	–	948
2025 Q2	$201K	Buy	+7,736	New	+$186K	0.01%	880

Other funds holding GDV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

GCIA

Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's GDV Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management sold out of Gabelli Dividend & Income Trust (GDV) in Q3 2025, closing a stake of 7,736 shares — an estimated $201K sold.

Laird Norton Wetherby Wealth Management first reported a position in GDV in Q2 2025 and held it in 1 quarter. The position peaked at $201K in Q2 2025. 184 funds tracked by Wall St. Rank hold GDV as of Q3 2025.

Laird Norton Wetherby Wealth Management reported no remaining Gabelli Dividend & Income Trust position as of Q3 2025 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 7,736 Gabelli Dividend & Income Trust shares in Q3 2025, an estimated $201K.
Laird Norton Wetherby Wealth Management first reported a position in Gabelli Dividend & Income Trust in Q2 2025 and held it in 1 quarter.
Laird Norton Wetherby Wealth Management's Gabelli Dividend & Income Trust position peaked at $201K in Q2 2025.
184 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.