CAPTRUST Financial Advisors’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 | $8.31M | Buy |
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|
2025
Q1 | $7.27M | Sell |
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|
2024
Q4 | $7.42M | Buy |
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|
2024
Q3 | $7.3M | Buy |
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|
2024
Q2 | $7.23M | Buy |
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|
2024
Q1 | $6.86M | Sell |
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|
2023
Q4 | $6.53M | Sell |
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|
2023
Q3 | $5.99M | Buy |
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|
2023
Q2 | $6.33M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $19K | Buy |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $26K | Hold |
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|
2021
Q3 | $24K | Buy |
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|
2021
Q2 | $8K | Buy |
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|
2021
Q1 | $6K | Buy |
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|
2020
Q4 | $3K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $29K | Buy |
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