Raab & Moskowitz Asset Management’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 | $431K | Buy |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $360K | Sell |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $400K | Buy |
|
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|
2024
Q1 | $398K | Hold |
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|
2023
Q4 | $379K | Hold |
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|
2023
Q3 | $343K | Buy |
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|
2023
Q2 | $347K | Buy |
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|
2023
Q1 | $328K | Buy |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $294K | Hold |
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|
2022
Q2 | $339K | Hold |
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|
2022
Q1 | $425K | Buy |
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|
2021
Q4 | $452K | Buy |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $423K | Buy |
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|
2021
Q1 | $327K | Buy |
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