GWP
Gateway Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,583
| Closed | -$220K | – | 237 |
|
|
2023
Q3 | $220K | Buy |
6,583
+411
| +7% | +$13.7K | 0.04% | 238 |
|
|
2023
Q2 | $221K | Sell |
6,172
-340
| -5% | -$12.2K | 0.04% | 220 |
|
|
2023
Q1 | $231K | Hold |
6,512
| – | – | 0.04% | 195 |
|
|
2022
Q4 | $210K | Buy |
+6,512
| New | +$210K | 0.04% | 186 |
|