Golden State Equity Partners’s WisdomTree International ESG Fund RESD Stock Holding History

Golden State Equity Partners’s Portfolio RESD Stock Details RESD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$226K	Buy	+7,690	New	+$212K	0.05%	326

Other funds holding RESD

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FZCM

Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Golden State Equity Partners's RESD Position: Q4 2023 in Review

Golden State Equity Partners opened a new position in WisdomTree International ESG Fund (RESD) in Q4 2023: 7,690 shares worth $226K. The stake represents 0.05% of the portfolio and ranks #326 among its holdings.

16 funds tracked by Wall St. Rank hold RESD as of Q4 2023.

Golden State Equity Partners held 7,690 shares of WisdomTree International ESG Fund worth $226K as of Q4 2023.
WisdomTree International ESG Fund was a new Golden State Equity Partners position in Q4 2023.
WisdomTree International ESG Fund made up 0.05% of Golden State Equity Partners's portfolio in Q4 2023, its #326 holding.
16 funds tracked by Wall St. Rank held WisdomTree International ESG Fund as of Q4 2023.

Based on Golden State Equity Partners's 13F filing for Q4 2023, filed 2 Feb 2024.