Golden State Equity Partners Wisdomtree U.S. Smallcap Fund Transaction History
Golden State Equity Partners
- $522 Million
- Q2 2025
Shares
3 transactions
Others Institutions Holding EES
# of Institutions
152Shares Held
7.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC811KShares$42.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY750KShares$38.9 Million0.0% of portfolio
-
Ubs Group Ag734KShares$38 Million0.01% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN489KShares$25.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC475KShares$24.6 Million0.01% of portfolio