Allworth Financial’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Hold |
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|
2025
Q1 | $153K | Sell |
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|
2024
Q4 | $156K | Hold |
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|
2024
Q3 | $166K | Hold |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $167K | Hold |
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|
2023
Q4 | $158K | Sell |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $238K | Sell |
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|
2023
Q1 | $264K | Sell |
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|
2022
Q4 | $463K | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $2.07M | Buy |
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