Legacy Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $219K | Sell |
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|
2024
Q4 | $3.89M | Sell |
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|
2024
Q3 | $5.13M | Sell |
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|
2024
Q2 | $18.8M | Sell |
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|
2024
Q1 | $19.4M | Buy |
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|
2023
Q4 | $16.3M | Sell |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $15.1M | Buy |
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|
2023
Q1 | $14.1M | Sell |
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|
2022
Q4 | $12.9M | Buy |
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|
2022
Q3 | $10.4M | Buy |
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|
2022
Q2 | $10.1M | Sell |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $12M | Buy |
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