Golden State Wealth Management, LLC Wisdomtree Tr Managed Futures Transaction History
Golden State Wealth Management, LLC
- $906 Billion
- Q3 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 4,861 shares of WTMF stock, worth $183,259. This represents 0.02% of its overall portfolio holdings.
Number of Shares
4,861
Previous 5,275
7.85%
Holding current value
$183,259
Previous $186 Million
1.12%
% of portfolio
0.02%
Previous 0.02%
Shares
5 transactions
Others Institutions Holding WTMF
# of Institutions
80Shares Held
4.03MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY1.13MShares$42.4 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS476KShares$17.9 Million0.2% of portfolio
-
Lpl Financial LLC Fort Mill, SC329KShares$12.4 Million0.0% of portfolio
-
O'Dell Group, LLC Cincinnati, OH320KShares$12.1 Million2.63% of portfolio
-
Stewardship Advisors, LLC276KShares$10.4 Million2.66% of portfolio