Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in WISDOMTREE TR GLOBAL EX US QUALITY DIVID GROWTH FD (DNL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 254,372 | +11,076 | +4.6% | 0.37% | $10.5M | $41.22 |
| 2025 Q3 | ADDED | 243,296 | +1,763 | +0.7% | 0.49% | $9.9M | $40.26 |
| 2025 Q2 | REDUCED | 241,533 | -8,462 | -3.4% | 0.60% | $9.7M | $39.88 |
| 2025 Q1 | REDUCED | 249,995 | -5,699 | -2.2% | 0.58% | $8.9M | $35.03 |
| 2024 Q4 | ADDED | 255,694 | +10,232 | +4.2% | 0.62% | $9.2M | $35.22 |
| 2024 Q3 | ADDED | 245,462 | +16,604 | +7.3% | 0.66% | $9.7M | $38.33 |
| 2024 Q2 | REDUCED | 228,858 | -44,735 | -16.4% | 0.73% | $8.9M | $37.87 |
| 2024 Q1 | REDUCED | 273,593 | -6,095 | -2.2% | 0.78% | $10.6M | $37.42 |
| 2023 Q4 | ADDED | 279,688 | +12,993 | +4.9% | 0.81% | $10.3M | $35.44 |
| 2023 Q3 | REDUCED | 266,695 | -16,141 | -5.7% | 0.82% | $8.9M | $31.96 |
As of 2025 Q4 — sorted by position size