Sigma Planning Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,953
| Closed | -$477K | – | 1374 |
|
|
2021
Q4 | $477K | Buy |
10,953
+396
| +4% | +$17.2K | 0.01% | 866 |
|
|
2021
Q3 | $427K | Buy |
10,557
+1,164
| +12% | +$47.1K | 0.01% | 876 |
|
|
2021
Q2 | $391K | Buy |
9,393
+1
| +0% | +$42 | 0.01% | 925 |
|
|
2021
Q1 | $365K | Buy |
9,392
+1,914
| +26% | +$74.4K | 0.01% | 883 |
|
|
2020
Q4 | $285K | Buy |
+7,478
| New | +$285K | 0.01% | 910 |
|