Carson Wealth (CWM LLC)’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
Q3 | $1.98M | Sell |
|
|||||
|
2025
Q2 | $1.99M | Sell |
|
|||||
|
2025
Q1 | $2.12M | Sell |
|
|||||
|
2024
Q4 | $27.2M | Buy |
|
|||||
|
2024
Q3 | $29.7M | Sell |
|
|||||
|
2024
Q2 | $29.7M | Sell |
|
|||||
|
2024
Q1 | $29.7M | Buy |
|
|||||
|
2023
Q4 | $26M | Buy |
|
|||||
|
2023
Q3 | $19.3M | Buy |
|
|||||
|
2023
Q2 | $17.4M | Buy |
|
|||||
|
2023
Q1 | $15M | Buy |
|
|||||
|
2022
Q4 | $10.8M | Buy |
|
|||||
|
2022
Q3 | $8.54M | Buy |
|
|||||
|
2022
Q2 | $8.68M | Sell |
|
|||||
|
2022
Q1 | $14.4M | Buy |
|
|||||
|
2021
Q4 | $12.3M | Buy |
|
|||||
|
2021
Q2 | $4.14M | Sell |
|
|||||
|
2021
Q1 | $4.14M | Hold |
|
|||||
|
2020
Q4 | $4.14M | Hold |
|
|||||
|
2020
Q3 | $4.14M | Hold |
|
|||||
|
2020
Q2 | $4.14M | Hold |
|
|||||
|
2020
Q1 | $4.14M | Hold |
|
|||||
|
2019
Q4 | $4.14M | Hold |
|
|||||
|
2019
Q3 | $4.14M | Hold |
|
|||||
|
2019
Q2 | $4.14M | Hold |
|
|||||
|
2019
Q1 | $4.14M | Buy |
|