Gyl Financial Synergies, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History

Gyl Financial Synergies, LLC

$1.31 Billion
Q3 2024

A detailed history of Gyl Financial Synergies, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 29,843 shares of DES stock, worth $1.07 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

29,843

Previous 29,112 2.51%

Holding current value

$1.07 Million

Previous $906,000 13.58%

% of portfolio

0.08%

Previous 0.07%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$30.61 - $34.92 $22,375 - $25,526	731 Added 2.51%	29,843 $1.03 Million
Q2 2024 Jul 23, 2024	SELL	$30.34 - $32.53 $25,091 - $26,902	-827 Reduced 2.76%	29,112 $906,000
Q1 2024 May 14, 2024	SELL	$30.25 - $32.68 $27,134 - $29,313	-897 Reduced 2.91%	29,939 $978,000
Q4 2023 Feb 09, 2024	SELL	$26.55 - $32.72 $7,380 - $9,096	-278 Reduced 0.89%	30,836 $991,000
Q3 2023 Nov 06, 2023	BUY	$27.79 - $30.65 $2,890 - $3,187	104 Added 0.34%	31,114 $877,000
Q2 2023 Aug 14, 2023	BUY	$26.6 - $29.16 $239 - $262	9 Added 0.03%	31,010 $892,000
Q1 2023 May 15, 2023	BUY	$27.3 - $32.13 $191 - $224	7 Added 0.02%	31,001 $885,000
Q4 2022 Feb 06, 2023	BUY	$26.29 - $30.5 $19,901 - $23,088	757 Added 2.5%	30,994 $881,000
Q3 2022 Nov 01, 2022	BUY	$25.74 - $31.54 $134,542 - $164,859	5,227 Added 20.9%	30,237 $778,000
Q2 2022 Aug 01, 2022	BUY	$27.57 - $32.14 $137,298 - $160,057	4,980 Added 24.86%	25,010 $706,000
Q1 2022 May 05, 2022	BUY	$30.79 - $33.49 $49,818 - $54,186	1,618 Added 8.79%	20,030 $638,000
Q4 2021 Feb 08, 2022	BUY	$30.94 - $33.79 $9,282 - $10,137	300 Added 1.66%	18,412 $605,000
Q3 2021 Nov 01, 2021	SELL	$30.22 - $32.27 $2,689 - $2,872	-89 Reduced 0.49%	18,112 $558,000
Q2 2021 Aug 02, 2021	SELL	$31.27 - $33.51 $9,381 - $10,053	-300 Reduced 1.62%	18,201 $580,000
Q4 2020 Feb 02, 2021	SELL	$21.26 - $26.81 $131,386 - $165,685	-6,180 Reduced 25.04%	18,501 $492,000
Q3 2020 Nov 06, 2020	SELL	$20.09 - $23.24 $78,491 - $90,798	-3,907 Reduced 13.67%	24,681 $520,000
Q2 2020 Aug 04, 2020	BUY	$16.54 - $23.54 $496 - $706	30 Added 0.11%	28,588 $605,000
Q1 2020 May 05, 2020	SELL	$15.92 - $28.87 $232,113 - $420,924	-14,580 Reduced 33.8%	28,558 $515,000
Q4 2019 Feb 06, 2020	BUY	$26.28 - $28.79 $6,570 - $7,197	250 Added 0.58%	43,138 $1.24 Million
Q3 2019 Nov 12, 2019	BUY	$26.76 - $27.89 $235,086 - $245,013	8,785 Added 25.76%	42,888 $1.17 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-539 Reduced 1.56%	34,103 $925,000
Q1 2019 May 21, 2019	SELL	N/A	-98,456 Reduced 73.97%	34,642 $954,000
Q1 2019 May 14, 2019	BUY	N/A	98,417 Added 283.78%	133,098 $3.67 Million
Q4 2018 Feb 14, 2019	BUY	N/A	34,681 New	34,681 $851,000

Others Institutions Holding DES

# of Institutions

351

Shares Held

29.3M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR U.S. SMALLCAP DI

Ticker DES
Sector ETFs
Industry ETFs

More about DES

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gyl Financial Synergies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gyl Financial Synergies, LLC with notifications on news.

Account

Gyl Financial Synergies, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History