GSB Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DON and the CUSIP is 97717W505. A total of 6 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GSB Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,038,574
+16.6%
74,184
+19.7%
1.02%
+20.1%
Q2 2023$2,605,070
+72.3%
61,952
+67.9%
0.85%
+71.5%
Q1 2023$1,511,998
+182.4%
36,896
+183.5%
0.49%
+158.6%
Q4 2022$535,43713,0150.19%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Noven Financial Group, Inc. 161,765$15,267,00010.46%
RELIANCE TRUST CO 7,496$717,0007.60%
NewFocus Financial Group, LLC 109,995$10,381,0007.00%
Linscomb Wealth, Inc. 693,358$65,439,0006.09%
Coyle Financial Counsel LLC 28,531$2,693,0005.80%
TMD & ASSOCIATES, INC 67,370$6,358,0005.52%
INSPIRION WEALTH ADVISORS, LLC 72,848$6,875,0004.36%
Live Your Vision, LLC 96,775$9,134,0003.88%
Cardan Capital Partners, LLC 157,489$14,864,0003.31%
Jacobus Wealth Management, Inc. 119,169$11,247,0003.29%
View complete list of WISDOMTREE TR shareholders