Number of Shares
35,102.00
Current Holdings Value*
$1.41 Mil
% of Portfolio
0.24%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
11.02%

SENTINEL PENSION ADVISORS, LLC's WisdomTree Global ex-U.S. Quality Dividend Growth Fund Holding Summary

As of 2025-06-30, SENTINEL PENSION ADVISORS, LLC held 35,102.00 shares of WisdomTree Global ex-U.S. Quality Dividend Growth Fund(DNL), totaling $1.41 Mil. This investment constitutes 0.24% of their stock portfolio, and SENTINEL PENSION ADVISORS, LLC now holds 0.28% of the outstanding WisdomTree Global ex-U.S. Quality Dividend Growth Fund(DNL) stock.

The initial trade took place in 2019Q4. And since then SENTINEL PENSION ADVISORS, LLC has made 15 purchases of DNL, at an average price of $35.73, for a total of 335,071.00 shares. In addition, there have been 7 sales at an average price of $39.61 for 299,969.00 shares. Based on historical transaction data and DNL's current price of $40.16, SENTINEL PENSION ADVISORS, LLC's estimated gain on his DNL holdings is $1.32 Mil, reflecting a 11.02% gain to date.

SENTINEL PENSION ADVISORS, LLC DNL ($40.16) Holding Chart

SENTINEL PENSION ADVISORS, LLC DNL ($40.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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