Vertex Planning 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 | – | Sell |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $4.48M | Buy |
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|
2024
Q3 | $4.7M | Sell |
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|
2024
Q2 | $4.78M | Buy |
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|
2024
Q1 | $2.5M | Buy |
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|
2023
Q4 | $1.95M | Sell |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $3.05M | Buy |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $1.44M | Buy |
|