GYL Financial Synergies’s WisdomTree US Total Dividend Fund DTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,880
| Closed | -$416K | – | 365 |
|
|
2024
Q2 | $416K | Hold |
5,880
| – | – | 0.03% | 255 |
|
|
2024
Q1 | $416K | Hold |
5,880
| – | – | 0.03% | 264 |
|
|
2023
Q4 | $384K | Hold |
5,880
| – | – | 0.03% | 268 |
|
|
2023
Q3 | $354K | Hold |
5,880
| – | – | 0.03% | 268 |
|
|
2023
Q2 | $365K | Buy |
+5,880
| New | +$365K | 0.03% | 269 |
|