Golden State Wealth Management, LLC Wisdomtree U.S. Smallcap Fund Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 537 shares of EES stock, worth $29,352. This represents 0.0% of its overall portfolio holdings.

Number of Shares
537
Previous 535 0.37%
Holding current value
$29,352
Previous $27.3 Million 9.95%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$50.48 - $57.12 $100 - $114
2 Added 0.37%
537 $30 Million
Q2 2025

Aug 06, 2025
BUY
$42.54 - $50.99 $42 - $50
1 Added 0.19%
535 $27.3 Million
Q1 2025

Apr 24, 2025
SELL
$48.37 - $55.84 $25,829 - $29,818
-534 Reduced 50.0%
534 $26.1 Million
Q1 2025

Apr 23, 2025
BUY
$48.37 - $55.84 $45,999 - $53,103
951 Added 812.82%
1,068 $52,000
Q4 2024

Jan 28, 2025
BUY
$51.33 - $58.78 $6,005 - $6,877
117 New
117 $6.31 Million
Q1 2022

May 16, 2022
SELL
$46.51 - $52.43 $230,410 - $259,738
-4,954 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$49.06 - $53.68 $243,043 - $265,930
4,954 New
4,954 $255,000
Q1 2021

May 14, 2021
SELL
$38.56 - $49.72 $931,416 - $1.2 Million
-24,155 Closed
0 $0
Q4 2020

Jan 28, 2021
SELL
$30.25 - $39.21 $91,355 - $118,414
-3,020 Reduced 11.11%
24,155 $940,000
Q3 2020

Nov 12, 2020
SELL
$26.86 - $32.12 $587,025 - $701,982
-21,855 Reduced 44.57%
27,175 $811,000
Q2 2020

Aug 13, 2020
BUY
$20.39 - $32.74 $999,721 - $1.61 Million
49,030 New
49,030 $1.39 Million
Q2 2020

Aug 11, 2020
SELL
$20.39 - $32.74 $16,903 - $27,141
-829 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$19.73 - $38.37 $16,356 - $31,808
829 New
829 $19,000

Others Institutions Holding EES

# of Institutions
159
Shares Held
7.09M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

EES Quotes by TradingView
  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
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