B. Riley Wealth Advisors’s WisdomTree Global ex-US Quality Dividend 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 | $370K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $388K | Sell |
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|
2023
Q4 | $598K | Buy |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $1.2M | Sell |
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|
2023
Q1 | $1.54M | Sell |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $2.89M | Sell |
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|
2022
Q2 | $6.08M | Sell |
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|
2022
Q1 | $8.28M | Sell |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $12.2M | Buy |
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|
2021
Q2 | $11.4M | Sell |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $9.74M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $74 | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $126K | Hold |
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|
2014
Q1 | $121K | Sell |
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|
2013
Q4 | $122K | Sell |
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|
2013
Q3 | $123K | Sell |
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|
2013
Q2 | $131K | Buy |
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