ShoreHaven Wealth Partners’s WisdomTree Global ex-US Quality Dividend Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.73M | Buy |
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|
2025
Q1 | $7.35M | Sell |
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|
2024
Q4 | $9.92M | Buy |
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|
2024
Q3 | $8.32M | Buy |
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|
2024
Q2 | $7.27M | Buy |
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|
2024
Q1 | $4.44M | Sell |
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|
2023
Q4 | $5.69M | Sell |
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|
2023
Q3 | $6.28M | Sell |
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|
2023
Q2 | $7.64M | Buy |
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|
2023
Q1 | $7.4M | Buy |
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|
2022
Q4 | $5.33M | Sell |
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|
2022
Q3 | $4.69M | Buy |
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|
2022
Q2 | $4.13M | Sell |
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|
2022
Q1 | $8.79M | Buy |
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|
2021
Q4 | $3.42M | Buy |
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|
2021
Q3 | $3.17M | Sell |
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|
2021
Q2 | $3.42M | Buy |
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|
2021
Q1 | $3.16M | Buy |
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|
2020
Q4 | $3.04M | Buy |
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