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

Baker Tilly 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
2022
Q1 		– Sell
-5,100
Closed -$222K – 534
2021
Q4 		$222K Hold
5,100
– – 0.02% 489
2021
Q3 		$206K Buy
5,100
+30
+0.6% +$1.27K 0.03% 486
2021
Q2 		$211K Buy
+5,070
New +$208K 0.03% 474

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Baker Tilly Wealth Management's DNL Position: Q1 2022 in Review

Baker Tilly Wealth Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2022, closing a stake of 5,100 shares — an estimated $222K sold.

Baker Tilly Wealth Management first reported a position in DNL in Q2 2021 and held it in 3 quarters. The position peaked at $222K in Q4 2021. 89 funds tracked by Wall St. Rank hold DNL as of Q1 2022.

  • Baker Tilly Wealth Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,100 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2022, an estimated $222K.
  • Baker Tilly Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2021 and held it in 3 quarters.
  • Baker Tilly Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $222K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2022.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2022, filed 27 Apr 2022.