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GYL Financial Synergies’s WisdomTree Emerging Markets High Dividend Fund DEM Stock Holding History

GYL Financial Synergies’s Portfolio DEM Stock Details DEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$539K Buy
12,246
+59
+0.5% +$2.56K 0.04% 232
2024
Q2 		$528K Sell
12,187
-171
-1% -$7.35K 0.04% 230
2024
Q1 		$517K Sell
12,358
-663
-5% -$27K 0.04% 235
2023
Q4 		$530K Sell
13,021
-1,614
-11% -$61.8K 0.04% 234
2023
Q3 		$549K Hold
14,635
– – 0.05% 226
2023
Q2 		$560K Hold
14,635
– – 0.05% 228
2023
Q1 		$554K Hold
14,635
– – 0.07% 179
2022
Q4 		$522K Sell
14,635
-3,156
-18% -$109K 0.11% 122
2022
Q3 		$579K Hold
17,791
– – 0.16% 90
2022
Q2 		$659K Buy
17,791
+5,440
+44% +$221K 0.18% 79
2022
Q1 		$540K Sell
12,351
-4,588
-27% -$204K 0.13% 101
2021
Q4 		$734K Hold
16,939
– – 0.2% 83
2021
Q3 		$739K Sell
16,939
-81
-0.5% -$3.63K 0.38% 64
2021
Q2 		$777K Hold
17,020
– – 0.4% 62
2021
Q1 		$755K Hold
17,020
– – 0.42% 59
2020
Q4 		$700K Sell
17,020
-2,554
-13% -$97.8K 0.4% 60
2020
Q3 		$690K Sell
19,574
-1,400
-7% -$52.4K 0.45% 52
2020
Q2 		$758K Sell
20,974
-548
-3% -$19.3K 0.55% 41
2020
Q1 		$694K Sell
21,522
-3,996
-16% -$162K 0.44% 45
2019
Q4 		$1.17M Buy
25,518
+982
+4% +$42.7K 0.52% 37
2019
Q3 		$1.01M Buy
24,536
+3,525
+17% +$151K 0.5% 41
2019
Q2 		$938K Sell
21,011
-822
-4% -$36K 0.5% 38
2019
Q1 		$957K Sell
21,833
-49
-0.2% -$2.12K 0.54% 38
2018
Q4 		$879K Buy
+21,882
New +$897K 0.64% 33

Other funds holding DEM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

GYL Financial Synergies's DEM Position: Q3 2024 in Review

GYL Financial Synergies increased its WisdomTree Emerging Markets High Dividend Fund (DEM) stake by 0.48% in Q3 2024, buying an estimated $2.56K and bringing the position to 12,246 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #232.

GYL Financial Synergies first reported a position in DEM in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.17M in Q4 2019. 305 funds tracked by Wall St. Rank hold DEM as of Q3 2024.

  • GYL Financial Synergies held 12,246 shares of WisdomTree Emerging Markets High Dividend Fund worth $539K as of Q3 2024.
  • GYL Financial Synergies bought 59 WisdomTree Emerging Markets High Dividend Fund shares in Q3 2024, an estimated $2.56K.
  • WisdomTree Emerging Markets High Dividend Fund made up 0.04% of GYL Financial Synergies's portfolio in Q3 2024, its #232 holding.
  • GYL Financial Synergies first reported a position in WisdomTree Emerging Markets High Dividend Fund in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's WisdomTree Emerging Markets High Dividend Fund position peaked at $1.17M in Q4 2019.
  • 305 funds tracked by Wall St. Rank held WisdomTree Emerging Markets High Dividend Fund as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.