GSWM
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Golden State Wealth Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Golden State Wealth Management’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9
Closed -$340 – 1596
2024
Q4 		$340 Buy
+9
New +$318 ﹤0.01% 1448

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Creative Planning
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M&T Bank
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Raymond James Financial
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Royal Bank of Canada
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KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Golden State Wealth Management's DES Position: Q1 2025 in Review

Golden State Wealth Management sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2025, closing a stake of 9 shares — an estimated $340 sold.

Golden State Wealth Management first reported a position in DES in Q4 2024 and held it in 1 quarter. The position peaked at $340 in Q4 2024. 324 funds tracked by Wall St. Rank hold DES as of Q1 2025.

  • Golden State Wealth Management reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 9 WisdomTree US SmallCap Dividend Fund shares in Q1 2025, an estimated $340.
  • Golden State Wealth Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2024 and held it in 1 quarter.
  • Golden State Wealth Management's WisdomTree US SmallCap Dividend Fund position peaked at $340 in Q4 2024.
  • 324 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2025.

Based on Golden State Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.