GYL Financial Synergies’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$475K	Hold	10,570	–	–	0.04%	245
2024 Q2	$478K	Sell	10,570 -300	-3%	-$14.2K	0.04%	240
2024 Q1	$525K	Hold	10,870	–	–	0.04%	232
2023 Q4	$466K	Hold	10,870	–	–	0.04%	247
2023 Q3	$429K	Hold	10,870	–	–	0.04%	245
2023 Q2	$445K	Hold	10,870	–	–	0.04%	249
2023 Q1	$447K	Buy	10,870 +1,670	+18%	+$65.5K	0.05%	202
2022 Q4	$322K	Hold	9,200	–	–	0.07%	169
2022 Q3	$286K	Hold	9,200	–	–	0.08%	156
2022 Q2	$301K	Hold	9,200	–	–	0.08%	150
2022 Q1	$339K	Hold	9,200	–	–	0.08%	146
2021 Q4	$369K	Hold	9,200	–	–	0.1%	148
2021 Q3	$350K	Hold	9,200	–	–	0.18%	134
2021 Q2	$351K	Hold	9,200	–	–	0.18%	132
2021 Q1	$335K	Hold	9,200	–	–	0.18%	132
2020 Q4	$305K	Hold	9,200	–	–	0.18%	131
2020 Q3	$284K	Hold	9,200	–	–	0.19%	127
2020 Q2	$279K	Hold	9,200	–	–	0.2%	124
2020 Q1	$236K	Hold	9,200	–	–	0.15%	125
2019 Q4	$325K	Hold	9,200	–	–	0.14%	118
2019 Q3	$310K	Hold	9,200	–	–	0.15%	120
2019 Q2	$304K	Hold	9,200	–	–	0.16%	109
2019 Q1	$294K	Hold	9,200	–	–	0.17%	108
2018 Q4	$260K	Buy	+9,200	New	+$273K	0.19%	107