A detailed history of Gyl Financial Synergies, LLC transactions in Wisdomtree Tr U.S Largecap Div stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 14,269 shares of DLN stock, worth $1.04 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
14,269
Previous 14,269 -0.0%
Holding current value
$1.04 Million
Previous $947,000 8.76%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024

BUY
$58.89 - $66.53 $138,155 - $156,079
2,346 Added 19.68%
14,269 $947,000
Q3 2022

Nov 01, 2022

BUY
N/A
3,335 Added 38.83%
11,923 $659,000
Q1 2022

May 05, 2022

BUY
N/A
8,588 New
8,588 $564,000
Q1 2020

May 05, 2020

SELL
N/A
-1,897 Closed
0 $0
Q4 2019

Feb 06, 2020

SELL
N/A
-4,613 Reduced 70.86%
1,897 $201,000
Q1 2019

May 14, 2019

BUY
N/A
6,510 New
6,510 $613,000

Others Institutions Holding DLN

About WISDOMTREE TR U.S LARGECAP DIV


  • Ticker DLN
  • Sector ETFs
  • Industry ETFs
More about DLN
Track This Portfolio

Track Gyl Financial Synergies, LLC Portfolio

Follow Gyl Financial Synergies, LLC and customize your updates to receive the information that matters most to you.

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.