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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
2024-09-30 $5.4M 105k 51.13
2024-06-30 $4.3M 91k 46.77
2024-03-31 $4.2M 85k 48.77
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

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Floatng Rat Trea (USFR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Microsoft Corporation (MSFT)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Msci Emrg Chn (EMXC)
Schwab Strategic Tr Fundamental Us S (FNDA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Johnson & Johnson (JNJ)

View all positions for GSB Wealth Management

Top funds holding WisdomTree MidCap Dividend Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Linscomb & Williams
Creative Planning
Wells Fargo & Company
Financial Planning & Information Services
Commonwealth Equity Services
Royal Bank of Canada
Raymond James Financial Services Advisors
AE Wealth Management
Sandy Spring Bank
Coldstream Capital Management
Cetera Investment Advisers
IAG Wealth Partners

View all funds holding WisdomTree MidCap Dividend Fund