SouthState Corp’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

SouthState Corp’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
2022 Q2	–	Sell	-5,000	Closed	-$329K	–	719
2022 Q1	$329K	Hold	5,000	–	–	0.03%	234
2021 Q4	$330K	Hold	5,000	–	–	0.03%	227
2021 Q3	$298K	Hold	5,000	–	–	0.03%	229
2021 Q2	$301K	Hold	5,000	–	–	0.03%	224
2021 Q1	$287K	Hold	5,000	–	–	0.03%	223
2020 Q4	$269K	Hold	5,000	–	–	0.03%	216
2020 Q3	$243K	Hold	5,000	–	–	0.03%	223
2020 Q2	$232K	Hold	5,000	–	–	0.03%	212
2020 Q1	$202K	Hold	5,000	–	–	0.03%	209
2019 Q4	$265K	Hold	5,000	–	–	0.03%	212
2019 Q3	$248K	Hold	5,000	–	–	0.03%	213
2019 Q2	$242K	Hold	5,000	–	–	0.03%	227
2019 Q1	$236K	Hold	5,000	–	–	0.02%	246
2018 Q4	$211K	Hold	5,000	–	–	0.02%	242
2018 Q3	$239K	Hold	5,000	–	–	0.02%	244
2018 Q2	$224K	Hold	5,000	–	–	0.03%	249
2018 Q1	$221K	Hold	5,000	–	–	0.03%	237
2017 Q4	$230K	Hold	5,000	–	–	0.02%	283
2017 Q3	$217K	Hold	5,000	–	–	0.02%	239
2017 Q2	$210K	Hold	5,000	–	–	0.03%	245
2017 Q1	$207K	Buy	+5,000	New	+$205K	0.03%	237
2015 Q2	–	Sell	-5,920	Closed	-$217K	–	221
2015 Q1	$217K	Sell	5,920 -386	-6%	-$14.3K	0.03%	234
2014 Q4	$234K	Sell	6,306 -660	-9%	-$24K	0.04%	224
2014 Q3	$248K	Sell	6,966 -360	-5%	-$12.8K	0.04%	237
2014 Q2	$259K	Buy	+7,326	New	+$253K	0.04%	232

Other funds holding DLN

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

SouthState Corp's DLN Position: Q2 2022 in Review

SouthState Corp sold out of WisdomTree US LargeCap Dividend Fund (DLN) in Q2 2022, closing a stake of 5,000 shares — an estimated $329K sold.

SouthState Corp first reported a position in DLN in Q2 2014 and held it in 25 quarters. The position peaked at $330K in Q4 2021. 323 funds tracked by Wall St. Rank hold DLN as of Q2 2022.

SouthState Corp reported no remaining WisdomTree US LargeCap Dividend Fund position as of Q2 2022 after selling out during the quarter.
SouthState Corp sold 5,000 WisdomTree US LargeCap Dividend Fund shares in Q2 2022, an estimated $329K.
SouthState Corp first reported a position in WisdomTree US LargeCap Dividend Fund in Q2 2014 and held it in 25 quarters.
SouthState Corp's WisdomTree US LargeCap Dividend Fund position peaked at $330K in Q4 2021.
323 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q2 2022.

Based on SouthState Corp's 13F filing for Q2 2022, filed 5 Aug 2022.