GYL Financial Synergies’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

GYL Financial Synergies’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.03M	Sell	13,075 -2,286	-15%	-$173K	0.08%	184
2024 Q2	$1.12M	Buy	15,361 +1,092	+8%	+$77.7K	0.09%	175
2024 Q1	$1.03M	Hold	14,269	–	–	0.08%	180
2023 Q4	$947K	Buy	14,269 +2,346	+20%	+$147K	0.08%	185
2023 Q3	$733K	Hold	11,923	–	–	0.07%	206
2023 Q2	$758K	Hold	11,923	–	–	0.07%	203
2023 Q1	$738K	Hold	11,923	–	–	0.09%	152
2022 Q4	$739K	Hold	11,923	–	–	0.16%	90
2022 Q3	$659K	Buy	11,923 +3,335	+39%	+$202K	0.18%	76
2022 Q2	$508K	Hold	8,588	–	–	0.14%	100
2022 Q1	$564K	Buy	+8,588	New	+$556K	0.14%	97
2020 Q1	–	Sell	-3,794	Closed	-$201K	–	156
2019 Q4	$201K	Buy	+3,794	New	+$193K	0.09%	171

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

GYL Financial Synergies reduced its WisdomTree US LargeCap Dividend Fund (DLN) stake by 15% in Q3 2024, selling an estimated $173K and leaving 13,075 shares worth $1.03M. The position accounts for 0.08% of the portfolio, ranked #184.

GYL Financial Synergies first reported a position in DLN in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2024. 377 funds tracked by Wall St. Rank hold DLN as of Q3 2024.

GYL Financial Synergies held 13,075 shares of WisdomTree US LargeCap Dividend Fund worth $1.03M as of Q3 2024.
GYL Financial Synergies sold 2,286 WisdomTree US LargeCap Dividend Fund shares in Q3 2024, an estimated $173K.
WisdomTree US LargeCap Dividend Fund made up 0.08% of GYL Financial Synergies's portfolio in Q3 2024, its #184 holding.
GYL Financial Synergies first reported a position in WisdomTree US LargeCap Dividend Fund in Q4 2019 and has held it in 12 quarters since.
GYL Financial Synergies's WisdomTree US LargeCap Dividend Fund position peaked at $1.12M in Q2 2024.
377 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q3 2024.

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