Golden State Wealth Management’s WisdomTree Europe Quality Dividend Growth Fund EUDG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,075	Closed	-$67K	–	404
2020 Q1	$67K	Buy	+3,075	New	+$78.9K	0.03%	309
2019 Q4	–	Sell	-3,525	Closed	-$89K	–	316
2019 Q3	$89K	Buy	3,525 +125	+4%	+$3.15K	0.03%	329
2019 Q2	$88K	Buy	3,400 +400	+13%	+$10.1K	0.03%	349
2019 Q1	$75K	Buy	+3,000	New	+$72.3K	0.03%	370

Other funds holding EUDG

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

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

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWM

Cedar Wealth Management Walnut Creek, California $344M AUM 18.78% 1-Year Est. Return

Golden State Wealth Management's EUDG Position: Q2 2020 in Review

Golden State Wealth Management sold out of WisdomTree Europe Quality Dividend Growth Fund (EUDG) in Q2 2020, closing a stake of 3,075 shares — an estimated $67K sold.

Golden State Wealth Management first reported a position in EUDG in Q1 2019 and held it in 4 quarters. The position peaked at $89K in Q3 2019. 22 funds tracked by Wall St. Rank hold EUDG as of Q2 2020.

Golden State Wealth Management reported no remaining WisdomTree Europe Quality Dividend Growth Fund position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 3,075 WisdomTree Europe Quality Dividend Growth Fund shares in Q2 2020, an estimated $67K.
Golden State Wealth Management first reported a position in WisdomTree Europe Quality Dividend Growth Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's WisdomTree Europe Quality Dividend Growth Fund position peaked at $89K in Q3 2019.
22 funds tracked by Wall St. Rank held WisdomTree Europe Quality Dividend Growth Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.