IWA
Inspirion Wealth Advisors’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 | – | Sell |
-5,864
| Closed | -$209K | – | 161 |
|
|
2025
Q1 | $209K | Hold |
5,864
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $214K | Hold |
5,864
| – | – | 0.03% | 139 |
|
|
2024
Q3 | $231K | Hold |
5,864
| – | – | 0.03% | 138 |
|
|
2024
Q2 | $229K | Hold |
5,864
| – | – | 0.04% | 134 |
|
|
2024
Q1 | $228K | Hold |
5,864
| – | – | 0.04% | 134 |
|
|
2023
Q4 | $214K | Buy |
+5,864
| New | +$214K | 0.04% | 132 |
|
|
2023
Q3 | – | Sell |
-5,864
| Closed | -$210K | – | 136 |
|
|
2023
Q2 | $210K | Hold |
5,864
| – | – | 0.04% | 132 |
|
|
2023
Q1 | $208K | Buy |
+5,864
| New | +$208K | 0.04% | 130 |
|
|
2022
Q2 | – | Sell |
-5,864
| Closed | -$233K | – | 120 |
|
|
2022
Q1 | $233K | Hold |
5,864
| – | – | 0.05% | 97 |
|
|
2021
Q4 | $255K | Hold |
5,864
| – | – | 0.05% | 89 |
|
|
2021
Q3 | $237K | Hold |
5,864
| – | – | 0.05% | 83 |
|
|
2021
Q2 | $244K | Buy |
5,864
+2,932
| +100% | +$122K | 0.06% | 79 |
|
|
2021
Q1 | $228K | Hold |
2,932
| – | – | 0.06% | 81 |
|
|
2020
Q4 | $223K | Buy |
+2,932
| New | +$223K | 0.06% | 78 |
|