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WisdomTree MidCap Dividend Fund shares owned by GSB Wealth Management

Quarter-by-quarter ownership of WisdomTree MidCap Dividend Fund (DON) shares owned by GSB Wealth Management from 13F filings

Historical chart of GSB Wealth Management investment in WisdomTree MidCap Dividend Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree MidCap Dividend Fund held by GSB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree MidCap Dividend Fund by GSB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.0M 74k 40.96
2023-06-30 $2.6M 62k 42.05
2023-03-31 $1.5M 37k 40.98
2022-12-31 $535k 13k 41.14

More positions owned by GSB Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Microsoft Corporation (MSFT)
Johnson & Johnson (JNJ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Merck & Co (MRK)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
United Parcel Service CL B (UPS)
Ishares Msci Emrg Chn (EMXC)
Home Depot (HD)

View all positions for GSB Wealth Management

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Linscomb & Williams
UBS Group
Creative Planning
Wells Fargo & Company
Commonwealth Equity Services
AE Wealth Management
Royal Bank of Canada
Raymond James Financial Services Advisors
Sandy Spring Bank
Coldstream Capital Management
Baird Financial
Advisor Group Holdings
IAG Wealth Partners
Rockefeller Capital Management

View all funds holding WisdomTree MidCap Dividend Fund