Revolve Wealth Partners’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 | $241K | Sell |
5,987
-297
| -5% | -$12K | 0.03% | 195 |
|
|
2025
Q1 | $224K | Buy |
+6,284
| New | +$224K | 0.03% | 204 |
|
|
2023
Q4 | – | Sell |
-8,194
| Closed | -$274K | – | 160 |
|
|
2023
Q3 | $274K | Buy |
8,194
+145
| +2% | +$4.85K | 0.06% | 116 |
|
|
2023
Q2 | $288K | Buy |
8,049
+235
| +3% | +$8.42K | 0.07% | 112 |
|
|
2023
Q1 | $277K | Buy |
7,814
+71
| +0.9% | +$2.52K | 0.07% | 116 |
|
|
2022
Q4 | $250K | Buy |
+7,743
| New | +$250K | 0.07% | 122 |
|