Inspirion Wealth Advisors’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $231K | Buy |
|
|||||
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $209K | Hold |
|
|||||
|
2024
Q4 | $214K | Hold |
|
|||||
|
2024
Q3 | $231K | Hold |
|
|||||
|
2024
Q2 | $229K | Hold |
|
|||||
|
2024
Q1 | $228K | Hold |
|
|||||
|
2023
Q4 | $214K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $210K | Hold |
|
|||||
|
2023
Q1 | $208K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $233K | Hold |
|
|||||
|
2021
Q4 | $255K | Hold |
|
|||||
|
2021
Q3 | $237K | Hold |
|
|||||
|
2021
Q2 | $244K | Hold |
|
|||||
|
2021
Q1 | $228K | Hold |
|
|||||
|
2020
Q4 | $223K | Buy |
|