Golden State Equity Partners’s WisdomTree 1-3 Year Laddered Treasury Fund USSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-980	Closed	-$49.7K	–	908
2024 Q3	$49.7K	Buy	+980	New	+$49.5K	0.03%	380

Other funds holding USSH

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CPA

Clear Point Advisors Melville, New York $113M AUM 15.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Golden State Equity Partners's USSH Position: Q4 2024 in Review

Golden State Equity Partners sold out of WisdomTree 1-3 Year Laddered Treasury Fund (USSH) in Q4 2024, closing a stake of 980 shares — an estimated $49.7K sold.

Golden State Equity Partners first reported a position in USSH in Q3 2024 and held it in 1 quarter. The position peaked at $49.7K in Q3 2024. 6 funds tracked by Wall St. Rank hold USSH as of Q4 2024.

Golden State Equity Partners reported no remaining WisdomTree 1-3 Year Laddered Treasury Fund position as of Q4 2024 after selling out during the quarter.
Golden State Equity Partners sold 980 WisdomTree 1-3 Year Laddered Treasury Fund shares in Q4 2024, an estimated $49.7K.
Golden State Equity Partners first reported a position in WisdomTree 1-3 Year Laddered Treasury Fund in Q3 2024 and held it in 1 quarter.
Golden State Equity Partners's WisdomTree 1-3 Year Laddered Treasury Fund position peaked at $49.7K in Q3 2024.
6 funds tracked by Wall St. Rank held WisdomTree 1-3 Year Laddered Treasury Fund as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.