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 Q2	–	Sell	-173	Closed	-$11.8K	–	710
2026 Q1	$11.8K	Buy	+173	New	+$12K	﹤0.01%	1255
2025 Q1	–	Sell	-26,876	Closed	-$1.33M	–	441
2024 Q4	$1.33M	Sell	26,876 -1,479	-5%	-$76K	0.25%	91
2024 Q3	$1.53M	Sell	28,355 -1,045	-4%	-$54.7K	0.24%	93
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 $171B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

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

Golden State Equity Partners's DOL Position: Q2 2026 in Review

Golden State Equity Partners sold out of WisdomTree True Developed International Fund (DOL) in Q2 2026, closing a stake of 173 shares — an estimated $11.8K sold.

Golden State Equity Partners first reported a position in DOL in Q4 2023 and held it in 5 quarters. The position peaked at $1.53M in Q3 2024. 108 funds tracked by Wall St. Rank hold DOL as of Q2 2026.

Golden State Equity Partners reported no remaining WisdomTree True Developed International Fund position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 173 WisdomTree True Developed International Fund shares in Q2 2026, an estimated $11.8K.
Golden State Equity Partners first reported a position in WisdomTree True Developed International Fund in Q4 2023 and held it in 5 quarters.
Golden State Equity Partners's WisdomTree True Developed International Fund position peaked at $1.53M in Q3 2024.
108 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.