Montag & Associates’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-30
| Closed | -$1K | – | 959 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 828 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 784 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 803 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 820 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 819 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 813 |
|
|
2021
Q1 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 812 |
|