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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
2024-09-30 $603k 11k 53.57
2024-06-30 $471k 10k 47.11
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)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Harbor Etf Trust Long Term Grower (WINN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Harbor Etf Trust Long Term Grower (WINN)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exch Traded Fd Iii Horizon Dmst Etf (HUSV)
salesforce (CRM)

View all positions for Golden State Equity Partners

Top funds holding Wisdomtree Us Smallcap Dividen mf

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Raymond James & Associates
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Linscomb & Williams
Lvm Capital Management
Bank of America Corporation
Team Financial Group
Founders Financial Alliance
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Royal Bank of Canada
XML Financial

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