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GYL Financial Synergies’s WisdomTree US MidCap Dividend Fund DON Stock Holding History

GYL Financial Synergies’s Portfolio DON Stock Details DON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.46M Hold
28,492
– – 0.11% 162
2024
Q2 		$1.33M Buy
28,492
+284
+1% +$13.4K 0.1% 167
2024
Q1 		$1.38M Hold
28,208
– – 0.11% 159
2023
Q4 		$1.29M Buy
28,208
+1,143
+4% +$48K 0.11% 163
2023
Q3 		$1.11M Hold
27,065
– – 0.11% 168
2023
Q2 		$1.14M Hold
27,065
– – 0.1% 166
2023
Q1 		$1.11M Hold
27,065
– – 0.13% 121
2022
Q4 		$1.11M Buy
27,065
+463
+2% +$19.1K 0.24% 67
2022
Q3 		$1M Buy
26,602
+576
+2% +$23.7K 0.27% 56
2022
Q2 		$1.01M Hold
26,026
– – 0.28% 55
2022
Q1 		$1.16M Sell
26,026
-912
-3% -$39.9K 0.28% 46
2021
Q4 		$1.2M Hold
26,938
– – 0.32% 51
2021
Q3 		$1.12M Sell
26,938
-121
-0.4% -$5.08K 0.57% 37
2021
Q2 		$1.14M Hold
27,059
– – 0.59% 35
2021
Q1 		$1.09M Hold
27,059
– – 0.6% 33
2020
Q4 		$942K Sell
27,059
-3,976
-13% -$129K 0.54% 37
2020
Q3 		$898K Sell
31,035
-2,157
-6% -$63.6K 0.59% 32
2020
Q2 		$941K Sell
33,192
-4,663
-12% -$126K 0.68% 31
2020
Q1 		$915K Buy
37,855
+1,977
+6% +$66.6K 0.58% 35
2019
Q4 		$1.36M Buy
35,878
+858
+2% +$31.7K 0.6% 28
2019
Q3 		$1.27M Buy
35,020
+4,329
+14% +$155K 0.63% 29
2019
Q2 		$1.11M Sell
30,691
-73
-0.2% -$2.62K 0.59% 34
2019
Q1 		$1.1M Sell
30,764
-31
-0.1% -$1.08K 0.62% 30
2018
Q4 		$974K Buy
+30,795
New +$1.06M 0.71% 29

Other funds holding DON

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FPIS
Financial Planning & Information Services De Pere, Wisconsin $726M AUM 21.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

GYL Financial Synergies held its WisdomTree US MidCap Dividend Fund (DON) position steady in Q3 2024 at 28,492 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #162.

GYL Financial Synergies first reported a position in DON in Q4 2018 and has held it in 24 quarters since. 419 funds tracked by Wall St. Rank hold DON as of Q3 2024.

  • GYL Financial Synergies held 28,492 shares of WisdomTree US MidCap Dividend Fund worth $1.46M as of Q3 2024.
  • GYL Financial Synergies left its WisdomTree US MidCap Dividend Fund share count unchanged in Q3 2024.
  • WisdomTree US MidCap Dividend Fund made up 0.11% of GYL Financial Synergies's portfolio in Q3 2024, its #162 holding.
  • GYL Financial Synergies first reported a position in WisdomTree US MidCap Dividend Fund in Q4 2018 and has held it in 24 quarters since.
  • 419 funds tracked by Wall St. Rank held WisdomTree US MidCap Dividend Fund as of Q3 2024.

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