Envestnet Portfolio Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-57,970
| Closed | -$2.28M | – | 1740 |
|
|
2024
Q3 | $2.28M | Sell |
57,970
-6,440
| -10% | -$254K | 0.01% | 612 |
|
|
2024
Q2 | $2.52M | Sell |
64,410
-3,241
| -5% | -$127K | 0.01% | 572 |
|
|
2024
Q1 | $2.63M | Buy |
67,651
+12,490
| +23% | +$486K | 0.01% | 552 |
|
|
2023
Q4 | $2.04M | Buy |
55,161
+4,551
| +9% | +$168K | 0.01% | 590 |
|
|
2023
Q3 | $1.69M | Buy |
+50,610
| New | +$1.69M | 0.01% | 593 |
|