GYL Financial Synergies’s WisdomTree True Developed International Fund DOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$226K	Sell	4,194 -211	-5%	-$11K	0.02%	344
2024 Q2	$223K	Sell	4,405 -422	-9%	-$21.8K	0.02%	346
2024 Q1	$250K	Hold	4,827	–	–	0.02%	326
2023 Q4	$238K	Buy	+4,827	New	+$225K	0.02%	323
2023 Q3	–	Sell	-4,264	Closed	-$201K	–	332
2023 Q2	$201K	Buy	+4,264	New	+$203K	0.02%	337

Other funds holding DOL

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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

CFP

Cascade Financial Partners San Diego, California $1.15B AUM 33.6% 1-Year Est. Return

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

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

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

GYL Financial Synergies reduced its WisdomTree True Developed International Fund (DOL) stake by 4.8% in Q3 2024, selling an estimated $11K and leaving 4,194 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #344.

GYL Financial Synergies first reported a position in DOL in Q2 2023 and has held it in 5 quarters since. The position peaked at $250K in Q1 2024. 92 funds tracked by Wall St. Rank hold DOL as of Q3 2024.

GYL Financial Synergies held 4,194 shares of WisdomTree True Developed International Fund worth $226K as of Q3 2024.
GYL Financial Synergies sold 211 WisdomTree True Developed International Fund shares in Q3 2024, an estimated $11K.
WisdomTree True Developed International Fund made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #344 holding.
GYL Financial Synergies first reported a position in WisdomTree True Developed International Fund in Q2 2023 and has held it in 5 quarters since.
GYL Financial Synergies's WisdomTree True Developed International Fund position peaked at $250K in Q1 2024.
92 funds tracked by Wall St. Rank held WisdomTree True Developed International Fund as of Q3 2024.

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