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WisdomTree Intl. LargeCap Div shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of WisdomTree Intl. LargeCap Div (DOL) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. LargeCap Div 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 Intl. LargeCap Div by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 27k 49.44
2024-09-30 $1.5M 28k 53.97
2024-06-30 $1.5M 29k 50.72
2023-12-31 $1.0M 21k 49.26

More positions owned by Golden State Equity Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
salesforce (CRM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Harbor Etf Trust Long Term Grower (WINN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Tesla Motors (TSLA)

View all positions for Golden State Equity Partners

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Huntington National Bank
Morgan Stanley
Jpmorgan Chase & Co
Key FInancial
BIP Wealth
Royal Bank of Canada
LPL Financial
Cascade Financial Partners
Bank of America Corporation
M^T Bank Corporation
Commonwealth Equity Services
Streettalk Advisors
Northwestern Mutual Wealth Management Company
Cetera Investment Advisers

View all funds holding WisdomTree Intl. LargeCap Div