A detailed history of Gyl Financial Synergies, LLC transactions in Wisdomtree Tr U.S. Midcap Divi stock. As of the latest transaction made, Gyl Financial Synergies, LLC holds 28,492 shares of DON stock, worth $1.49 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
28,492
Previous 28,208 1.01%
Holding current value
$1.49 Million
Previous $1.38 Million 3.13%
% of portfolio
0.1%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$45.6 - $48.78 $12,950 - $13,853
284 Added 1.01%
28,492 $1.33 Million
Q4 2023

Feb 09, 2024

BUY
$38.7 - $46.0 $44,234 - $52,578
1,143 Added 4.22%
28,208 $1.29 Million
Q4 2022

Feb 06, 2023

BUY
$38.62 - $43.71 $17,881 - $20,237
463 Added 1.74%
27,065 $1.11 Million
Q3 2022

Nov 01, 2022

BUY
$37.67 - $44.3 $21,697 - $25,516
576 Added 2.21%
26,602 $1 Million
Q1 2022

May 05, 2022

SELL
$42.12 - $45.3 $38,413 - $41,313
-912 Reduced 3.39%
26,026 $1.16 Million
Q3 2021

Nov 01, 2021

SELL
$40.05 - $43.23 $4,846 - $5,230
-121 Reduced 0.45%
26,938 $1.12 Million
Q4 2020

Feb 02, 2021

SELL
$29.07 - $35.03 $115,582 - $139,279
-3,976 Reduced 12.81%
27,059 $942,000
Q3 2020

Nov 06, 2020

SELL
$27.33 - $30.91 $58,950 - $66,672
-2,157 Reduced 6.5%
31,035 $898,000
Q2 2020

Aug 04, 2020

SELL
$22.29 - $32.04 $103,938 - $149,402
-4,663 Reduced 12.32%
33,192 $941,000
Q1 2020

May 05, 2020

BUY
$20.48 - $38.6 $40,488 - $76,312
1,977 Added 5.51%
37,855 $915,000
Q4 2019

Feb 06, 2020

BUY
$34.97 - $38.17 $30,004 - $32,749
858 Added 2.45%
35,878 $1.37 Million
Q3 2019

Nov 12, 2019

BUY
$33.78 - $36.78 $146,233 - $159,220
4,329 Added 14.11%
35,020 $1.27 Million
Q2 2019

Aug 09, 2019

SELL
$33.9 - $36.88 $2,474 - $2,692
-73 Reduced 0.24%
30,691 $1.11 Million
Q1 2019

May 21, 2019

SELL
$31.29 - $36.15 $1.21 Million - $1.39 Million
-38,552 Reduced 55.62%
30,764 $1.1 Million
Q1 2019

May 14, 2019

BUY
$31.29 - $36.15 $1.21 Million - $1.39 Million
38,521 Added 125.09%
69,316 $2.48 Million
Q4 2018

Feb 14, 2019

BUY
$29.98 - $36.73 $923,234 - $1.13 Million
30,795 New
30,795 $974,000

Others Institutions Holding DON

About WISDOMTREE TR U.S. MIDCAP DIVI


  • Ticker DON
  • Sector ETFs
  • Industry ETFs
More about DON
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.