Aspire Wealth Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Aspire Wealth Management’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
2023 Q1	–	Sell	-8,391	Closed	-$270K	–	193
2022 Q4	$270K	Buy	8,391 +19	+0.2%	+$586	0.24%	67
2022 Q3	$230K	Sell	8,372 -4,384	-34%	-$138K	0.22%	74
2022 Q2	$404K	Sell	12,756 -1,154	-8%	-$41.2K	0.37%	48
2022 Q1	$553K	Buy	13,910 +5,686	+69%	+$230K	0.44%	43
2021 Q4	$358K	Buy	+8,224	New	+$346K	0.29%	59

Other funds holding DNL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Aspire Wealth Management's DNL Position: Q1 2023 in Review

Aspire Wealth Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2023, closing a stake of 8,391 shares — an estimated $270K sold.

Aspire Wealth Management first reported a position in DNL in Q4 2021 and held it in 5 quarters. The position peaked at $553K in Q1 2022. 91 funds tracked by Wall St. Rank hold DNL as of Q1 2023.

Aspire Wealth Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2023 after selling out during the quarter.
Aspire Wealth Management sold 8,391 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2023, an estimated $270K.
Aspire Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2021 and held it in 5 quarters.
Aspire Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $553K in Q1 2022.
91 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.