New England Private Wealth Advisors’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
Q3
Sell
-11,679
Closed -$465K 96
2022
Q2
$465K Hold
11,679
0.09% 78
2022
Q1
$465K Buy
11,679
+4,510
+63% +$180K 0.08% 78
2021
Q4
$313K Buy
+7,169
New +$313K 0.05% 86