Golden State Wealth Management, LLC
Position in AGGY — WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
CIK 1776033
SANTA ANA, CA
All Filings in AGGY
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,904,075 | 43,792 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,806,694 | 41,581 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,367,774 | 53,752 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,377,873 | 53,713 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,290,094 | 52,489 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,352,038 | 54,157 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,362,574 | 55,046 | Shares | Sole | 2025-01-28 | |
| 2022-03-31 | $2,358,909 | 49,298 | Shares | Sole | 2022-05-19 | |
| 2021-12-31 | $1,998,982 | 38,680 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $319,308 | 6,150 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $272,327 | 5,217 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $2,367,192 | 44,090 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $2,721,623 | 50,569 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,845,683 | 90,035 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,559 | 127 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||