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

Golden State Wealth Management, LLC

$667 Billion
Q4 2024

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 117 shares of EES stock, worth $6,487. This represents 0.0% of its overall portfolio holdings.

Number of Shares

117

Holding current value

$6,487

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

155

Shares Held

7.14M

Call Options Held

9.7K

Put Options Held

View Full List

About WISDOMTREE U.S. SMALLCAP FUND

Ticker EES
Sector ETFs
Industry ETFs

More about EES

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