Golden State Wealth Management’s WisdomTree True Developed International Fund DOL Stock Holding History

Golden State Wealth Management’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
2025 Q4	–	Sell	-21	Closed	-$1.31K	–	1707
2025 Q3	$1.31K	Hold	21	–	–	﹤0.01%	1469
2025 Q2	$1.25K	Hold	21	–	–	﹤0.01%	1411
2025 Q1	$1.16K	Hold	21	–	–	﹤0.01%	1406
2024 Q4	$1.04K	Buy	+21	New	+$1.08K	﹤0.01%	1350

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

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

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 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 Wealth Management's DOL Position: Q4 2025 in Review

Golden State Wealth Management sold out of WisdomTree True Developed International Fund (DOL) in Q4 2025, closing a stake of 21 shares — an estimated $1.31K sold.

Golden State Wealth Management first reported a position in DOL in Q4 2024 and held it in 4 quarters. The position peaked at $1.31K in Q3 2025. 104 funds tracked by Wall St. Rank hold DOL as of Q4 2025.

Golden State Wealth Management reported no remaining WisdomTree True Developed International Fund position as of Q4 2025 after selling out during the quarter.
Golden State Wealth Management sold 21 WisdomTree True Developed International Fund shares in Q4 2025, an estimated $1.31K.
Golden State Wealth Management first reported a position in WisdomTree True Developed International Fund in Q4 2024 and held it in 4 quarters.
Golden State Wealth Management's WisdomTree True Developed International Fund position peaked at $1.31K in Q3 2025.
104 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.