SAG
SageView Advisory Group’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
5,985
| – | – | 0.01% | 556 |
|
|
2025
Q1 | $214K | Hold |
5,985
| – | – | 0.01% | 562 |
|
|
2024
Q4 | $215K | Hold |
5,985
| – | – | 0.01% | 553 |
|
|
2024
Q3 | $236K | Hold |
5,985
| – | – | 0.01% | 457 |
|
|
2024
Q2 | $234K | Buy |
+5,985
| New | +$234K | 0.01% | 503 |
|
|
2024
Q1 | – | Sell |
-5,917
| Closed | -$218K | – | 571 |
|
|
2023
Q4 | $218K | Buy |
+5,917
| New | +$218K | 0.01% | 594 |
|
|
2023
Q1 | – | Sell |
-11,609
| Closed | -$374K | – | 463 |
|
|
2022
Q4 | $374K | Buy |
+11,609
| New | +$374K | 0.03% | 286 |
|