GYL Financial Synergies’s WisdomTree Emerging Markets SmallCap Dividend Fund DGS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$208K | 0.14% | 149 |
|
|
2020
Q1 | – | Sell |
-5,533
| Closed | -$265K | – | 155 |
|
|
2019
Q4 | $265K | Buy |
+5,533
| New | +$265K | 0.12% | 147 |
|