Golden State Wealth Management’s WisdomTree US Total Dividend Fund DTD Stock Holding History

Golden State Wealth Management’s Portfolio DTD Stock Details DTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-263	Closed	-$20.2K	–	1589
2025 Q1	$20.2K	Buy	263 +50	+23%	+$3.88K	﹤0.01%	796
2024 Q4	$16.2K	Buy	+213	New	+$16.6K	﹤0.01%	820
2019 Q2	–	Sell	-978	Closed	-$46K	–	1082
2019 Q1	$46K	Buy	+978	New	+$44.8K	0.02%	463

Other funds holding DTD

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

626 Financial Portage, Michigan $224M AUM 17.89% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Golden State Wealth Management's DTD Position: Q2 2025 in Review

Golden State Wealth Management sold out of WisdomTree US Total Dividend Fund (DTD) in Q2 2025, closing a stake of 263 shares — an estimated $20.2K sold.

Golden State Wealth Management first reported a position in DTD in Q1 2019 and held it in 3 quarters. The position peaked at $46K in Q1 2019. 198 funds tracked by Wall St. Rank hold DTD as of Q2 2025.

Golden State Wealth Management reported no remaining WisdomTree US Total Dividend Fund position as of Q2 2025 after selling out during the quarter.
Golden State Wealth Management sold 263 WisdomTree US Total Dividend Fund shares in Q2 2025, an estimated $20.2K.
Golden State Wealth Management first reported a position in WisdomTree US Total Dividend Fund in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's WisdomTree US Total Dividend Fund position peaked at $46K in Q1 2019.
198 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q2 2025.

Based on Golden State Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.