Medallion Wealth Advisors, LLC’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.29K Sell
2025
Q4
$99.8K Buy
2025
Q3
$86.5K Buy
2025
Q2
$82.9K Buy
2025
Q1
$58.8K Buy
2024
Q4
$43.9K Buy