Avior Wealth Management’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-662
| Closed | -$20.3K | – | 1157 |
|
|
2024
Q4 | $20.3K | Buy |
662
+382
| +136% | +$11.7K | ﹤0.01% | 1405 |
|
|
2024
Q3 | $7.19K | Hold |
280
| – | – | ﹤0.01% | 1656 |
|
|
2024
Q2 | $7.13K | Sell |
280
-785
| -74% | -$20K | ﹤0.01% | 1616 |
|
|
2024
Q1 | $37.6K | Buy |
1,065
+965
| +965% | +$34.1K | ﹤0.01% | 1339 |
|
|
2023
Q4 | $100 | Sell |
100
-4,105
| -98% | -$4.11K | ﹤0.01% | 1489 |
|
|
2023
Q3 | $137K | Buy |
4,205
+144
| +4% | +$4.71K | 0.01% | 581 |
|
|
2023
Q2 | $142K | Sell |
4,061
-211
| -5% | -$7.38K | 0.01% | 582 |
|
|
2023
Q1 | $148K | Buy |
4,272
+4,172
| +4,172% | +$145K | 0.01% | 572 |
|
|
2022
Q4 | $100 | Hold |
100
| – | – | ﹤0.01% | 1245 |
|
|
2022
Q3 | $0 | Hold |
100
| – | – | ﹤0.01% | 1185 |
|
|
2022
Q2 | $0 | Buy |
+100
| New | – | ﹤0.01% | 1104 |
|