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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
6F
626 Financial Portage, Michigan $223M AUM 17.89% 1-Year Est. Return
PFG
Pinnacle Financial Group Western Springs, Illinois $365M AUM 17.56% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return