IHT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-58,911
| Closed | -$2.1M | – | 1165 |
|
|
2025
Q1 | $2.1M | Buy |
58,911
+1,884
| +3% | +$67.2K | 0.07% | 283 |
|
|
2024
Q4 | $2.05M | Sell |
57,027
-6,644
| -10% | -$239K | 0.07% | 272 |
|
|
2024
Q3 | $2.51M | Sell |
63,671
-228
| -0.4% | -$8.98K | 0.07% | 269 |
|
|
2024
Q2 | $2.5M | Buy |
63,899
+5,007
| +9% | +$196K | 0.09% | 217 |
|
|
2024
Q1 | $2.29M | Buy |
58,892
+588
| +1% | +$22.9K | 0.09% | 227 |
|
|
2023
Q4 | $2.16M | Buy |
58,304
+1,705
| +3% | +$63.1K | 0.1% | 209 |
|
|
2023
Q3 | $1.89M | Buy |
56,599
+16,630
| +42% | +$556K | 0.1% | 204 |
|
|
2023
Q2 | $1.43M | Buy |
+39,969
| New | +$1.43M | 0.07% | 255 |
|