Cerro Pacific 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
$7.49M Buy
2025
Q1
$4.23M Sell
2024
Q4
$5M Buy
2024
Q3
$3.51M Buy
2024
Q2
$3.44M Buy
2023
Q1
$1.74M Sell
2022
Q4
$1.66M Buy
2022
Q3
$1.39M Buy
2022
Q2
$403K Buy