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Aptus Capital Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Aptus Capital Advisors’s Portfolio DNL Stock Details DNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-650
Closed -$21K – 438
2019
Q4 		$21K Buy
+650
New +$20.1K ﹤0.01% 431

Other funds holding DNL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Aptus Capital Advisors's DNL Position: Q1 2020 in Review

Aptus Capital Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2020, closing a stake of 650 shares — an estimated $21K sold.

Aptus Capital Advisors first reported a position in DNL in Q4 2019 and held it in 1 quarter. The position peaked at $21K in Q4 2019. 30 funds tracked by Wall St. Rank hold DNL as of Q1 2020.

  • Aptus Capital Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2020 after selling out during the quarter.
  • Aptus Capital Advisors sold 650 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2020, an estimated $21K.
  • Aptus Capital Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2019 and held it in 1 quarter.
  • Aptus Capital Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $21K in Q4 2019.
  • 30 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2020.

Based on Aptus Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.