Golden State Wealth Management, LLC AGGY — WISDOMTREE YIELD

Ownership history in Golden State Wealth Management, LLC  ·  13 quarters on record

AI Ownership Summary

Golden State Wealth Management, LLC reported WISDOMTREE YIELD (AGGY) in 13 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.35% in 2024 Q4. The latest visible filing shows AGGY at 0.17% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AGGY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Golden State Wealth Management, LLC's position in WISDOMTREE YIELD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AGGY was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.35% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

AGGY stock page Golden State Wealth Management, LLC fund profile Golden State Wealth Management, LLC full holdings
How Golden State Wealth Management, LLC held AGGY — position size vs. price
% of Fund (quarterly)    AGGY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 43,792 +2,211 +5.3% 0.17% $1.9M 2026-07-22 $42.88
2026 Q1 REDUCED 22.6% +1.7% ❌ 41,581 -12,171 -22.6% 0.20% $1.8M 2026-04-28 $43.26
2025 Q4 ADDED — — — 53,752 +39 +0.1% 0.25% $2.4M 2026-02-13 $43.76
2025 Q3 ADDED — — — 53,713 +1,224 +2.3% 0.26% $2.4M 2025-11-03 $42.89
2025 Q2 REDUCED 37.5% +2.4% ❌ 52,489 -31,465 -37.5% 0.28% $2.3M 2025-08-06 $42.03
2025 Q1 ADDED — — — 83,954 +28,908 +52.5% 0.27% $3.6M 2025-04-23 $40.54
2024 Q4 ADDED — — — 55,046 +16,366 +42.3% 0.35% $2.4M 2025-01-28 $40.34
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding AGGY

As of 2026 Q2 — sorted by position size

Oxinas Partners, LLC 3Y 1.93% Sharper & Granite LLC 3Y 0.96% David Kennon Inc 3Y 0.35% LANARK FINANCIAL, INC. 0.33% Retireful, LLC 3Y 0.25% Trinity Wealth Management, LLC 3Y 0.23% ALTERNA WEALTH MANAGEMENT, INC 3Y 7Y 0.2% Worth Asset Management, LLC 3Y 0.17% Team Financial Group, LLC 0.13% Heck Capital Advisors, LLC 0.12%

FAQ About Golden State Wealth Management, LLC and AGGY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Golden State Wealth Management, LLC reported owning AGGY?

Golden State Wealth Management, LLC reported AGGY across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported AGGY position in Golden State Wealth Management, LLC's portfolio?

The largest reported portfolio weight for AGGY was 0.35% in 2024 Q4.

What is the latest reported AGGY position on this page?

The most recent filing on this page is 2026 Q2, when Golden State Wealth Management, LLC reported 43,792 shares, equal to 0.17% of portfolio, with an estimated market value of $1.9M.

What does the chart on this AGGY ownership page compare?

The chart compares Golden State Wealth Management, LLC's quarterly AGGY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Golden State Wealth Management, LLC time their AGGY position?

Based on 13F filing dates vs. subsequent AGGY price moves, Golden State Wealth Management, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on AGGY relative to SPY over the holding period was -17.9%.

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