GYL Financial Synergies’s WisdomTree US Total Dividend Fund DTD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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	+$356K	0.03%	269

Other funds holding DTD

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

626 Financial Portage, Michigan $257M AUM 22.23% 1-Year Est. Return

PFG

Pinnacle Financial Group Western Springs, Illinois $410M AUM 20.67% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

GYL Financial Synergies sold out of WisdomTree US Total Dividend Fund (DTD) in Q3 2024, closing a stake of 5,880 shares — an estimated $416K sold.

GYL Financial Synergies first reported a position in DTD in Q2 2023 and held it in 5 quarters. The position peaked at $416K in Q2 2024. 181 funds tracked by Wall St. Rank hold DTD as of Q3 2024.

GYL Financial Synergies reported no remaining WisdomTree US Total Dividend Fund position as of Q3 2024 after selling out during the quarter.
GYL Financial Synergies sold 5,880 WisdomTree US Total Dividend Fund shares in Q3 2024, an estimated $416K.
GYL Financial Synergies first reported a position in WisdomTree US Total Dividend Fund in Q2 2023 and held it in 5 quarters.
GYL Financial Synergies's WisdomTree US Total Dividend Fund position peaked at $416K in Q2 2024.
181 funds tracked by Wall St. Rank held WisdomTree US Total Dividend Fund as of Q3 2024.

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