GSB Wealth Management, LLC DON Holdings History
GSB Wealth Management, LLC's WisdomTree U.S. MidCap Dividend Fund Holding Summary
As of 2025-06-30, GSB Wealth Management, LLC held 123,149.00 shares of WisdomTree U.S. MidCap Dividend Fund(DON), totaling $6.17 Mil. This investment constitutes 1.51% of their stock portfolio, and GSB Wealth Management, LLC now holds 0.17% of the outstanding WisdomTree U.S. MidCap Dividend Fund(DON) stock.
The initial trade took place in 2022Q4. And since then GSB Wealth Management, LLC has made 10 purchases of DON, at an average price of $44.05, for a total of 124,138.00 shares. In addition, there have been 1 sales at an average price of $50.97 for 989.00 shares. Based on historical transaction data and DON's current price of $51.09, GSB Wealth Management, LLC's estimated gain on his DON holdings is $873,573.68, reflecting a 15.97% gain to date.
GSB Wealth Management, LLC DON ($51.09) Holding Chart
GSB Wealth Management, LLC DON ($51.09) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
