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

Capital One Financial’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
-12,722
Closed -$554K – 115
2021
Q4 		$554K Sell
12,722
-676
-5% -$28.4K 0.07% 117
2021
Q3 		$542K Hold
13,398
– – 0.07% 110
2021
Q2 		$558K Hold
13,398
– – 0.07% 110
2021
Q1 		$520K Hold
13,398
– – 0.07% 111
2020
Q4 		$510K Sell
13,398
-1,696
-11% -$60K 0.07% 117
2020
Q3 		$503K Hold
15,094
– – 0.06% 161
2020
Q2 		$476K Sell
15,094
-270
-2% -$8K 0.06% 194
2020
Q1 		$406K Buy
+15,364
New +$473K 0.07% 208

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