Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-1,200
| Closed | -$26K | – | 1810 |
|
|
2015
Q3 | $26K | Hold |
1,200
| – | – | 0.01% | 850 |
|
|
2015
Q2 | $30K | Sell |
1,200
-92
| -7% | -$2.3K | 0.01% | 844 |
|
|
2015
Q1 | $32K | Hold |
1,292
| – | – | 0.01% | 816 |
|
|
2014
Q4 | $32K | Sell |
1,292
-1,200
| -48% | -$29.7K | 0.01% | 813 |
|
|
2014
Q3 | $63K | Buy |
+2,492
| New | +$63K | 0.01% | 838 |
|