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WisdomTree SmallCap Earnings Fund shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth Management 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 Wealth Management 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 Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $31k 538 57.00
2025-09-30 $30k 537 55.90
2025-06-30 $27k 535 51.03
2025-03-31 $26k 534 48.85
2024-12-31 $6.3k 117 53.94
2021-12-31 $255k 5.0k 51.47
2020-12-31 $940k 24k 38.92
2020-09-30 $811k 27k 29.84
2020-06-30 $1.4M 49k 28.37
2020-03-31 $19k 829 22.92
2019-09-30 $2.1M 58k 35.61
2019-06-30 $2.2M 61k 35.87
2019-03-31 $2.0M 55k 36.11

More positions owned by Golden State Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple (AAPL)
Ishares Core MF Closed and MF Open (AGG)
NVIDIA Corporation (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Etf Trust Long Term Grower (WINN)
American Century MF Closed and MF Open (QGRO)
Principal Us MF Closed and MF Open (USMC)
First Trust MF Closed and MF Open (RDVY)
Microsoft Corporation (MSFT)
State Street MF Closed and MF Open (SPAB)

View all positions for Golden State Wealth Management

Top funds holding WisdomTree SmallCap Earnings Fund

UBS Group
LPL Financial
Ameriprise Financial
Cetera Investment Advisers
Key FInancial
Shore Point Advisors
Savant Capital Management
Raymond James Financial
Linscomb & Williams
Arkadios Wealth Advisors
Wells Fargo & Company
Kathleen S. Wright Associates
Amplius Wealth Advisors
Royal Bank of Canada
Warren Averett Asset Management

View all funds holding WisdomTree SmallCap Earnings Fund