Golden State Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History
Golden State Wealth Management, LLC
- $822 Billion
- Q2 2025
A detailed history of Golden State Wealth Management, LLC transactions in Wisdomtree Tr Managed Futures stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 5,275 shares of WTMF stock, worth $204,353. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,275
Previous 3,297
59.99%
Holding current value
$204,353
Previous $113 Million
65.5%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding WTMF
# of Institutions
82Shares Held
4.09MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.06MShares$41 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS498KShares$19.3 Million0.21% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.4 Million2.63% of portfolio
-
Stewardship Advisors, LLC276KShares$10.7 Million2.66% of portfolio
-
Lpl Financial LLC Fort Mill, SC266KShares$10.3 Million0.0% of portfolio