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Wisdomtree Us Smallcap Dividen mf shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Wisdomtree Us Smallcap Dividen mf (DGRS) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Wisdomtree Us Smallcap Dividen mf

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Us Smallcap Dividen mf held by Golden State Equity Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Us Smallcap Dividen mf by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $486k 10k 47.44
2023-09-30 $403k 9.8k 41.19
2023-06-30 $3.0k 70 42.43

More positions owned by Golden State Equity Partners

Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
salesforce (CRM)
First Tr Mid Cap Core Alphad Com Shs (FNX)
JPMorgan Chase & Co. (JPM)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Portfolio S&p500 (SPLG)
First Tr Exch Traded Fd Iii Horizon Mngd Etf (HDMV)
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)

View all positions for Golden State Equity Partners

Top funds holding Wisdomtree Us Smallcap Dividen mf

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Hennion & Walsh Asset Management
UBS Group
Venturi Wealth Management
Team Financial Group
Linscomb & Williams
Raymond James & Associates
Commonwealth Equity Services
Lvm Capital Management
Advisor Group Holdings
Bank of America Corporation
CWM
Klr Investment Advisors
Precedent Wealth Partners
Camden Capital

View all funds holding Wisdomtree Us Smallcap Dividen mf