NewEdge Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.48M | Sell |
63,368
-1,546
| -2% | -$60.5K | 0.04% | 333 |
|
2025
Q1 | $2.32M | Sell |
64,914
-2,050
| -3% | -$73.1K | 0.04% | 327 |
|
2024
Q4 | $2.41M | Sell |
66,964
-5,782
| -8% | -$208K | 0.04% | 310 |
|
2024
Q3 | $2.87M | Buy |
72,746
+125
| +0.2% | +$4.92K | 0.05% | 300 |
|
2024
Q2 | $2.84M | Buy |
72,621
+2,745
| +4% | +$107K | 0.06% | 258 |
|
2024
Q1 | $2.65M | Hold |
69,876
| – | – | 0.06% | 275 |
|
2023
Q4 | $2.58M | Buy |
+69,876
| New | +$2.58M | 0.07% | 255 |
|