FSG
Financial Strategies Group’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.64M | Sell |
40,783
-6,096
| -13% | -$245K | 0.34% | 39 |
|
2025
Q1 | $1.65M | Sell |
46,879
-2,341
| -5% | -$82.4K | 0.39% | 39 |
|
2024
Q4 | $1.77M | Buy |
49,220
+12,215
| +33% | +$439K | 0.42% | 37 |
|
2024
Q3 | $1.46M | Sell |
37,005
-1,011
| -3% | -$39.8K | 0.34% | 39 |
|
2024
Q2 | $1.52M | Buy |
38,016
+95
| +0.3% | +$3.79K | 0.38% | 37 |
|
2024
Q1 | $1.48M | Buy |
37,921
+243
| +0.6% | +$9.49K | 0.4% | 36 |
|
2023
Q4 | $1.37M | Sell |
37,678
-4,296
| -10% | -$156K | 0.39% | 36 |
|
2023
Q3 | $1.41M | Buy |
+41,974
| New | +$1.41M | 0.45% | 36 |
|