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WisdomTree SmallCap Earnings Fund shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of WisdomTree SmallCap Earnings Fund (EES) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in WisdomTree SmallCap Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree SmallCap Earnings Fund 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 SmallCap Earnings Fund by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $16k 282 58.05
2021-09-30 $220k 4.5k 48.42
2021-06-30 $228k 4.6k 49.34

More positions owned by Golden State Equity Partners

Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Amazon.com Common Stock (AMZN)
Alphabet Inc Class Class A Common Stock (GOOGL)
Ishares Core U.s. Aggregate Bond Etf Uit Exchange Traded (AGG)
Broadcom Common Stock (AVGO)
Ishares Core S&p 500 Etf Uit Exchange Traded (IVV)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Jpmorgan Chase & Co Common Stock (JPM)
Schwab U.s. Dividend Equity Etf Uit Exchange Traded (SCHD)
Ishares Core Universal Usd Bond Etf Uit Exchange Traded (IUSB)
Berkshire Hathaway Class B Common Stock (BRK.B)
Invesco Qqq Tr Uit Exchange Traded (QQQ)
Wisdomtree Floating Ratetreasury Fund Uit Exchange Traded (USFR)

View all positions for Golden State Equity Partners

Top funds holding WisdomTree SmallCap Earnings Fund

Morgan Stanley
UBS Group
LPL Financial
Bank of America Corporation
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Raymond James Financial
Savant Capital Management
Arkadios Wealth Advisors
Wells Fargo & Company
Linscomb & Williams
Royal Bank of Canada
Mariner Wealth Advisors
Amplius Wealth Advisors

View all funds holding WisdomTree SmallCap Earnings Fund