Total Clarity Wealth Management’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
Q3 | – | Sell |
-4,450
| Closed | -$141K | – | 402 |
|
|
2022
Q2 | $141K | Buy |
+4,450
| New | +$141K | 0.07% | 265 |
|
|
2022
Q1 | – | Sell |
-4,050
| Closed | -$176K | – | 377 |
|
|
2021
Q4 | $176K | Buy |
4,050
+100
| +3% | +$4.35K | 0.08% | 230 |
|
|
2021
Q3 | $160K | Buy |
+3,950
| New | +$160K | 0.08% | 238 |
|
|
2021
Q2 | – | Sell |
-3,800
| Closed | -$147K | – | 321 |
|
|
2021
Q1 | $147K | Buy |
+3,800
| New | +$147K | 0.08% | 200 |
|