Avior Wealth Management’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
Q1 | – | Sell |
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|
2024
Q4 | $20.3K | Buy |
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|
2024
Q3 | $7.19K | Hold |
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|
2024
Q2 | $7.13K | Sell |
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|
2024
Q1 | $37.6K | Buy |
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|
2023
Q4 | $100 | Sell |
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|
2023
Q3 | $137K | Buy |
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|
2023
Q2 | $142K | Sell |
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|
2023
Q1 | $148K | Buy |
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|
2022
Q4 | $100 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Buy |
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