Vertex Planning Partners, LLC DNL Holdings History
Vertex Planning Partners, LLC's WisdomTree Global ex-U.S. Quality Dividend Growth Fund Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 5,627.00 shares of WisdomTree Global ex-U.S. Quality Dividend Growth Fund(DNL), totaling $200,720.00. This investment constitutes 0.04% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.04% of the outstanding WisdomTree Global ex-U.S. Quality Dividend Growth Fund(DNL) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 5 purchases of DNL, at an average price of $35.38, for a total of 160,290.00 shares. In addition, there have been 4 sales at an average price of $36.57 for 154,663.00 shares. Based on historical transaction data and DNL's current price of $40.09, Vertex Planning Partners, LLC's estimated gain on his DNL holdings is $209,967.23, reflecting a 3.70% gain to date.
Vertex Planning Partners, LLC DNL ($40.09) Holding Chart
Vertex Planning Partners, LLC DNL ($40.09) 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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