GYL Financial Synergies’s WisdomTree International Equity Fund DWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$271K	Buy	4,703 +140	+3%	+$7.79K	0.02%	309
2024 Q2	$245K	Hold	4,563	–	–	0.02%	324
2024 Q1	$250K	Hold	4,563	–	–	0.02%	325
2023 Q4	$240K	Hold	4,563	–	–	0.02%	320
2023 Q3	$221K	Hold	4,563	–	–	0.02%	306
2023 Q2	$228K	Hold	4,563	–	–	0.02%	313
2023 Q1	$227K	Hold	4,563	–	–	0.03%	262
2022 Q4	$215K	Buy	+4,563	New	+$204K	0.05%	205

Other funds holding DWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $820M AUM 31.98% 1-Year Est. Return

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

GYL Financial Synergies increased its WisdomTree International Equity Fund (DWM) stake by 3.1% in Q3 2024, buying an estimated $7.79K and bringing the position to 4,703 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #309.

GYL Financial Synergies first reported a position in DWM in Q4 2022 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold DWM as of Q3 2024.

GYL Financial Synergies held 4,703 shares of WisdomTree International Equity Fund worth $271K as of Q3 2024.
GYL Financial Synergies bought 140 WisdomTree International Equity Fund shares in Q3 2024, an estimated $7.79K.
WisdomTree International Equity Fund made up 0.02% of GYL Financial Synergies's portfolio in Q3 2024, its #309 holding.
GYL Financial Synergies first reported a position in WisdomTree International Equity Fund in Q4 2022 and has held it in 8 quarters since.
115 funds tracked by Wall St. Rank held WisdomTree International Equity Fund as of Q3 2024.

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