Golden State Equity Partners’s WisdomTree True Developed International Fund DOL Stock Holding History

Golden State Equity Partners’s Portfolio DOL Stock Details DOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$11.8K	Buy	+173	New	+$12K	﹤0.01%	1255
2025 Q1	–	Sell	-26,876	Closed	-$1.33M	–	441
2024 Q4	$1.33M	Buy	+26,876	New	+$1.38M	0.25%	91
2024 Q3	–	Sell	-29,400	Closed	-$1.49M	–	835
2024 Q2	$1.49M	Buy	+29,400	New	+$1.52M	0.31%	77
2023 Q4	$1.04M	Buy	+21,059	New	+$981K	0.25%	102

Other funds holding DOL

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

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

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $970M AUM 19.9% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Golden State Equity Partners's DOL Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in WisdomTree True Developed International Fund (DOL) in Q1 2026: 173 shares worth $11.8K. The stake represents ﹤0.01% of the portfolio and ranks #1255 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in DOL as recently as Q4 2024.

Golden State Equity Partners first reported a position in DOL in Q4 2023 and has held it in 4 quarters since. The position peaked at $1.49M in Q2 2024. 109 funds tracked by Wall St. Rank hold DOL as of Q1 2026.

Golden State Equity Partners held 173 shares of WisdomTree True Developed International Fund worth $11.8K as of Q1 2026.
WisdomTree True Developed International Fund was a new Golden State Equity Partners position in Q1 2026.
WisdomTree True Developed International Fund made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #1255 holding.
Golden State Equity Partners first reported a position in WisdomTree True Developed International Fund in Q4 2023 and has held it in 4 quarters since.
Golden State Equity Partners's WisdomTree True Developed International Fund position peaked at $1.49M in Q2 2024.
109 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.