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Key Client Fiduciary Advisors’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History

Key Client Fiduciary Advisors’s Portfolio DNL Stock Details DNL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-5,125
Closed -$204K – 111
2022
Q1 		$204K Buy
5,125
+127
+3% +$5.06K 0.16% 111
2021
Q4 		$218K Buy
+4,998
New +$218K 0.18% 110