Level Four Advisory Services’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
Q3 | $240K | Hold |
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|
2025
Q2 | $239K | Sell |
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|
2025
Q1 | $250K | Buy |
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|
2024
Q4 | $251K | Sell |
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|
2024
Q3 | $271K | Buy |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $2.64M | Sell |
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|
2023
Q3 | $2.51M | Buy |
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|
2023
Q2 | $2.65M | Sell |
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|
2023
Q1 | $2.75M | Sell |
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|
2022
Q4 | $2.89M | Sell |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $3.11M | Sell |
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|
2022
Q1 | $4.29M | Sell |
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|
2021
Q4 | $5.24M | Sell |
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|
2021
Q3 | $5.47M | Sell |
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|
2021
Q2 | $12.8M | Sell |
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|
2021
Q1 | $12.3M | Buy |
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|
2020
Q4 | $10.8M | Sell |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $9.7M | Buy |
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|
2020
Q1 | $812K | Buy |
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