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

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