Focus Partners Wealth
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Focus Partners Wealth’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History

Focus Partners Wealth’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,108
Closed -$328K – 1587
2024
Q2 		$328K Buy
8,108
+1,059
+15% +$42.8K ﹤0.01% 1047
2024
Q1 		$263K Buy
+7,049
New +$263K ﹤0.01% 872