Creative Planning’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $543K | Sell |
13,488
-230
| -2% | -$9.26K | ﹤0.01% | 2393 |
|
|
2025
Q1 | $489K | Buy |
+13,718
| New | +$489K | ﹤0.01% | 2305 |
|
|
2023
Q1 | – | Sell |
-7,530
| Closed | -$243K | – | 2564 |
|
|
2022
Q4 | $243K | Buy |
+7,530
| New | +$243K | ﹤0.01% | 1875 |
|
|
2022
Q3 | – | Sell |
-9,448
| Closed | -$300K | – | 2251 |
|
|
2022
Q2 | $300K | Buy |
+9,448
| New | +$300K | ﹤0.01% | 1603 |
|
|
2014
Q3 | – | Sell |
-12
| Closed | – | – | 3872 |
|
|
2014
Q2 | $0 | Buy |
+12
| New | – | ﹤0.01% | 3672 |
|