WIM
GDV icon

WealthPlan Investment Management’s Gabelli Dividend & Income Trust GDV Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-57,219
Closed -$1.26M – 483
2022
Q4 		$1.26M Buy
57,219
+5,408
+10% +$111K 0.09% 163
2022
Q3 		$1.1M Buy
+51,811
New +$1.1M 0.08% 158

Other funds holding GDV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

WealthPlan Investment Management's GDV Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Gabelli Dividend & Income Trust (GDV) in Q1 2023, closing a stake of 57,219 shares — an estimated $1.26M sold.

WealthPlan Investment Management first reported a position in GDV in Q3 2022 and held it in 2 quarters. The position peaked at $1.26M in Q4 2022. 156 funds tracked by Wall St. Rank hold GDV as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Gabelli Dividend & Income Trust position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 57,219 Gabelli Dividend & Income Trust shares in Q1 2023, an estimated $1.26M.
  • WealthPlan Investment Management first reported a position in Gabelli Dividend & Income Trust in Q3 2022 and held it in 2 quarters.
  • WealthPlan Investment Management's Gabelli Dividend & Income Trust position peaked at $1.26M in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Gabelli Dividend & Income Trust as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.