GYL Financial Synergies’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.03M | Hold |
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|
2023
Q4 | $947K | Buy |
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|
2023
Q3 | $733K | Hold |
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|
2023
Q2 | $758K | Hold |
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|
2023
Q1 | $738K | Hold |
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|
2022
Q4 | $739K | Hold |
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|
2022
Q3 | $659K | Buy |
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|
2022
Q2 | $508K | Hold |
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|
2022
Q1 | $564K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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