Golden State Wealth Management’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-214	Closed	-$11K	–	268
2019 Q3	$11K	Buy	214 +1	+0.5%	+$50	﹤0.01%	726
2019 Q2	$10K	Sell	213 -1	-0.5%	-$51	﹤0.01%	746
2019 Q1	$11K	Buy	+214	New	+$10.6K	﹤0.01%	761

Other funds holding DWM

PFM

Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $7.32B AUM 26.67% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Golden State Wealth Management sold out of WisdomTree International Equity Fund (DWM) in Q4 2019, closing a stake of 214 shares — an estimated $11K sold.

Golden State Wealth Management first reported a position in DWM in Q1 2019 and held it in 3 quarters. The position peaked at $11K in Q3 2019. 139 funds tracked by Wall St. Rank hold DWM as of Q4 2019.

Golden State Wealth Management reported no remaining WisdomTree International Equity Fund position as of Q4 2019 after selling out during the quarter.
Golden State Wealth Management sold 214 WisdomTree International Equity Fund shares in Q4 2019, an estimated $11K.
Golden State Wealth Management first reported a position in WisdomTree International Equity Fund in Q1 2019 and held it in 3 quarters.
Golden State Wealth Management's WisdomTree International Equity Fund position peaked at $11K in Q3 2019.
139 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q4 2019.

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