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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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
MWP
Moller Wealth Partners $507M AUM 18.02% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return