GYL Financial Synergies’s WisdomTree International Equity Fund DWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $271K | Buy |
4,703
+140
| +3% | +$8.06K | 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 | +$215K | 0.05% | 205 |
|