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	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