GFS
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GYL Financial Synergies’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

GYL Financial Synergies’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.03M Buy
29,843
+731
+3% +$24.3K 0.08% 183
2024
Q2 		$907K Sell
29,112
-827
-3% -$26K 0.07% 185
2024
Q1 		$978K Sell
29,939
-897
-3% -$28.1K 0.08% 184
2023
Q4 		$992K Sell
30,836
-278
-0.9% -$8.07K 0.08% 182
2023
Q3 		$877K Buy
31,114
+104
+0.3% +$3.05K 0.09% 185
2023
Q2 		$893K Buy
31,010
+9
+0% +$251 0.08% 185
2023
Q1 		$885K Buy
31,001
+7
+0% +$210 0.11% 132
2022
Q4 		$881K Buy
30,994
+757
+3% +$21.7K 0.19% 77
2022
Q3 		$778K Buy
30,237
+5,227
+21% +$151K 0.21% 68
2022
Q2 		$706K Buy
25,010
+4,980
+25% +$149K 0.19% 73
2022
Q1 		$638K Buy
20,030
+1,618
+9% +$51.7K 0.15% 86
2021
Q4 		$605K Buy
18,412
+300
+2% +$9.7K 0.16% 102
2021
Q3 		$558K Sell
18,112
-89
-0.5% -$2.79K 0.29% 89
2021
Q2 		$580K Sell
18,201
-300
-2% -$9.7K 0.3% 82
2021
Q1 		$576K Hold
18,501
– – 0.32% 76
2020
Q4 		$492K Sell
18,501
-6,180
-25% -$150K 0.28% 90
2020
Q3 		$520K Sell
24,681
-3,907
-14% -$85.1K 0.34% 71
2020
Q2 		$605K Buy
28,588
+30
+0.1% +$596 0.44% 57
2020
Q1 		$515K Sell
28,558
-14,580
-34% -$361K 0.33% 60
2019
Q4 		$1.24M Buy
43,138
+250
+0.6% +$6.97K 0.55% 34
2019
Q3 		$1.17M Buy
42,888
+8,785
+26% +$234K 0.58% 35
2019
Q2 		$925K Sell
34,103
-539
-2% -$14.7K 0.49% 39
2019
Q1 		$954K Sell
34,642
-39
-0.1% -$1.07K 0.54% 39
2018
Q4 		$851K Buy
+34,681
New +$943K 0.62% 34

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

GYL Financial Synergies increased its WisdomTree US SmallCap Dividend Fund (DES) stake by 2.5% in Q3 2024, buying an estimated $24.3K and bringing the position to 29,843 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #183.

GYL Financial Synergies first reported a position in DES in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.24M in Q4 2019. 322 funds tracked by Wall St. Rank hold DES as of Q3 2024.

  • GYL Financial Synergies held 29,843 shares of WisdomTree US SmallCap Dividend Fund worth $1.03M as of Q3 2024.
  • GYL Financial Synergies bought 731 WisdomTree US SmallCap Dividend Fund shares in Q3 2024, an estimated $24.3K.
  • WisdomTree US SmallCap Dividend Fund made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #183 holding.
  • GYL Financial Synergies first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's WisdomTree US SmallCap Dividend Fund position peaked at $1.24M in Q4 2019.
  • 322 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2024.

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