Lion Street 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
Q3 | $532K | Buy |
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|
2025
Q2 | $422K | Sell |
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|
2025
Q1 | $381K | Buy |
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|
2024
Q4 | $384K | Sell |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $483K | Sell |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $532K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $402K | Hold |
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|
2022
Q1 | $381K | Hold |
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|
2021
Q4 | $417K | Buy |
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|
2021
Q3 | $387K | Buy |
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