Rooted 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
2023 Q2	–	Sell	-44,309	Closed	-$1.6M	–	89
2023 Q1	$1.6M	Buy	44,309 +1,003	+2%	+$36.1K	1.18%	25
2022 Q4	$1.4M	Buy	+43,306	New	+$1.4M	1.17%	27