GYL Financial Synergies’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $907K | Sell |
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|
2024
Q1 | $978K | Sell |
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|
2023
Q4 | $992K | Sell |
|
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|
2023
Q3 | $877K | Buy |
|
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|
2023
Q2 | $893K | Buy |
|
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|
2023
Q1 | $885K | Buy |
|
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|
2022
Q4 | $881K | Buy |
|
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|
2022
Q3 | $778K | Buy |
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|
2022
Q2 | $706K | Buy |
|
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $605K | Buy |
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|
2021
Q3 | $558K | Sell |
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|
2021
Q2 | $580K | Sell |
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|
2021
Q1 | $576K | Hold |
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|
2020
Q4 | $492K | Sell |
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|
2020
Q3 | $520K | Sell |
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|
2020
Q2 | $605K | Buy |
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|
2020
Q1 | $515K | Sell |
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|
2019
Q4 | $1.24M | Buy |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $925K | Sell |
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|
2019
Q1 | $954K | Sell |
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|
2018
Q4 | $851K | Buy |
|