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Wisdomtree Tr shares owned by Golden State Equity Partners

Quarter-by-quarter ownership of Wisdomtree Tr (WDEF) shares owned by Golden State Equity Partners from 13F filings

Historical chart of Golden State Equity Partners investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr 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 Tr by Golden State Equity Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $25k 794 30.94

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 Tr

Marks Group Wealth Management
Security National Bank
Royal Bank of Canada
Jane Street
CI Private Wealth
Castle Rock Wealth Management
LPL Financial
Insigneo Advisory Services
Capital Advisors
Change Path
SFMG Wealth Advisors
Gts Securities
Citadel Advisors
Smartleaf Asset Management
Bank Of Montreal

View all funds holding Wisdomtree Tr