Atria Investments’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Atria Investments’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
2024 Q3	–	Sell	-9,001	Closed	-$352K	–	1931
2024 Q2	$352K	Buy	+9,001	New	+$350K	﹤0.01%	1495
2023 Q4	–	Sell	-30,494	Closed	-$1.02M	–	899
2023 Q3	$1.02M	Buy	30,494 +2,014	+7%	+$71K	0.02%	836
2023 Q2	$1.02M	Buy	+28,480	New	+$1.01M	0.02%	815
2016 Q1	–	Sell	-29,580	Closed	-$623K	–	445
2015 Q4	$623K	Buy	29,580 +2,770	+10%	+$63.6K	0.07%	197
2015 Q3	$584K	Buy	26,810 +5,244	+24%	+$124K	0.08%	172
2015 Q2	$549K	Buy	21,566 +2,952	+16%	+$77.8K	0.06%	230
2015 Q1	$474K	Buy	18,614 +488	+3%	+$12.3K	0.05%	254
2014 Q4	$450K	Buy	18,126 +8,794	+94%	+$220K	0.05%	271
2014 Q3	$236K	Buy	+9,332	New	+$247K	0.02%	413

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

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Atria Investments's DNL Position: Q3 2024 in Review

Atria Investments sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2024, closing a stake of 9,001 shares — an estimated $352K sold.

Atria Investments first reported a position in DNL in Q3 2014 and held it in 9 quarters. The position peaked at $1.02M in Q2 2023. 112 funds tracked by Wall St. Rank hold DNL as of Q3 2024.

Atria Investments reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2024 after selling out during the quarter.
Atria Investments sold 9,001 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2024, an estimated $352K.
Atria Investments first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2014 and held it in 9 quarters.
Atria Investments's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.02M in Q2 2023.
112 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.