Cetera Investment Advisers
DNL icon

Cetera Investment Advisers’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$3.06M Sell
75,910
-5,106
-6% -$217K ﹤0.01% 1883
2025
Q4 		$3.34M Sell
81,016
-31,277
-28% -$1.28M ﹤0.01% 1766
2025
Q3 		$4.55M Buy
112,293
+33,781
+43% +$1.34M 0.01% 1470
2025
Q2 		$3.16M Sell
78,512
-4,695
-6% -$176K 0.01% 1510
2025
Q1 		$2.97M Buy
83,207
+39,643
+91% +$1.47M 0.01% 1454
2024
Q4 		$1.57M Sell
43,564
-4,705
-10% -$177K ﹤0.01% 1827
2024
Q3 		$1.9M Sell
48,269
-101,294
-68% -$3.96M ﹤0.01% 1655
2024
Q2 		$5.84M Buy
149,563
+13,775
+10% +$535K 0.01% 923
2024
Q1 		$5.28M Buy
+135,788
New +$5.07M 0.01% 960
2023
Q2 		– Sell
-20,738
Closed -$736K – 2224
2023
Q1 		$736K Sell
20,738
-42,642
-67% -$1.47M 0.01% 1195
2022
Q4 		$2.04M Buy
63,380
+1,245
+2% +$38.4K 0.02% 699
2022
Q3 		$1.71M Sell
62,135
-29,574
-32% -$929K 0.03% 504
2022
Q2 		$2.91M Buy
91,709
+17,241
+23% +$615K 0.05% 407
2022
Q1 		$2.96M Buy
74,468
+65,500
+730% +$2.66M 0.04% 427
2021
Q4 		$391K Sell
8,968
-1,117
-11% -$47K 0.01% 1329
2021
Q3 		$408K Sell
10,085
-5,230
-34% -$222K 0.01% 1256
2021
Q2 		$638K Buy
15,315
+4,195
+38% +$172K 0.01% 984
2021
Q1 		$432K Buy
11,120
+4,130
+59% +$162K 0.01% 1062
2020
Q4 		$266K Buy
+6,990
New +$247K 0.01% 1301

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return