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Golden State Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Golden State Wealth Management’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-150
Closed -$10K – 254
2019
Q3 		$10K Hold
150
– – ﹤0.01% 748
2019
Q2 		$9K Hold
150
– – ﹤0.01% 766
2019
Q1 		$10K Buy
+150
New +$9.72K ﹤0.01% 773

Other funds holding DLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Golden State Wealth Management's DLS Position: Q4 2019 in Review

Golden State Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2019, closing a stake of 150 shares — an estimated $10K sold.

Golden State Wealth Management first reported a position in DLS in Q1 2019 and held it in 3 quarters. The position peaked at $10K in Q3 2019. 231 funds tracked by Wall St. Rank hold DLS as of Q4 2019.

  • Golden State Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 150 WisdomTree International SmallCap Dividend Fund shares in Q4 2019, an estimated $10K.
  • Golden State Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $10K in Q3 2019.
  • 231 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.