GFS
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GYL Financial Synergies’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History

GYL Financial Synergies’s Portfolio DGS Stock Details DGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-5,021
Closed -$224K – 195
2022
Q2 		$224K Hold
5,021
– – 0.06% 171
2022
Q1 		$268K Hold
5,021
– – 0.06% 168
2021
Q4 		$266K Hold
5,021
– – 0.07% 174
2021
Q3 		$269K Hold
5,021
– – 0.14% 154
2021
Q2 		$274K Hold
5,021
– – 0.14% 148
2021
Q1 		$258K Hold
5,021
– – 0.14% 156
2020
Q4 		$240K Hold
5,021
– – 0.14% 152
2020
Q3 		$208K Buy
+5,021
New +$210K 0.14% 149
2020
Q1 		– Sell
-5,533
Closed -$265K – 155
2019
Q4 		$265K Buy
+5,533
New +$254K 0.12% 147

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