Cherrydale Wealth Management’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 | $418K | Buy |
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|
2025
Q2 | $414K | Buy |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $365K | Buy |
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|
2024
Q3 | $398K | Buy |
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|
2024
Q2 | $393K | Buy |
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|
2024
Q1 | $388K | Buy |
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|
2023
Q4 | $368K | Buy |
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|
2023
Q3 | $332K | Buy |
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|
2023
Q2 | $354K | Buy |
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|
2023
Q1 | $348K | Buy |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $267K | Buy |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $598K | Sell |
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|
2021
Q4 | $661K | Buy |
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