WealthPLAN Partners’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 | – | Sell |
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|
2025
Q1 | $225K | Sell |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $312K | Buy |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $226K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $112K | Sell |
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|
2023
Q1 | $190K | Sell |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q1 | $598K | Buy |
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|
2021
Q4 | $617K | Buy |
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|
2021
Q3 | $615K | Sell |
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|
2021
Q2 | $729K | Sell |
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|
2021
Q1 | $690K | Sell |
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|
2020
Q4 | $679K | Sell |
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|
2020
Q3 | $698K | Sell |
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|
2020
Q2 | $734K | Buy |
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