Steward Partners Investment Advisory’s WisdomTree Global ex-U.S. Quality 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 | $124K | Sell |
|
|||||
|
2025
Q1 | $196K | Sell |
|
|||||
|
2024
Q4 | $225K | Sell |
|
|||||
|
2024
Q3 | $402K | Buy |
|
|||||
|
2024
Q2 | $393K | Buy |
|
|||||
|
2024
Q1 | $271K | Buy |
|
|||||
|
2023
Q4 | $248K | Sell |
|
|||||
|
2023
Q3 | $254K | Buy |
|
|||||
|
2023
Q2 | $244K | Sell |
|
|||||
|
2023
Q1 | $414K | Buy |
|
|||||
|
2022
Q4 | $45.1K | Hold |
|
|||||
|
2022
Q3 | $38K | Hold |
|
|||||
|
2022
Q2 | $44K | Sell |
|
|||||
|
2022
Q1 | $107K | Buy |
|
|||||
|
2021
Q4 | $61K | Hold |
|
|||||
|
2021
Q3 | $57K | Buy |
|
|||||
|
2021
Q2 | $42K | Sell |
|
|||||
|
2021
Q1 | $62.1K | Buy |
|