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

Claro Advisors’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
Q4 		– Sell
-9,254
Closed -$310K – 393
2023
Q3 		$310K Buy
9,254
+133
+1% +$4.69K 0.08% 271
2023
Q2 		$327K Buy
9,121
+631
+7% +$22.5K 0.08% 251
2023
Q1 		$301K Buy
+8,490
New +$294K 0.09% 250

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Claro Advisors's DNL Position: Q4 2023 in Review

Claro Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2023, closing a stake of 9,254 shares — an estimated $310K sold.

Claro Advisors first reported a position in DNL in Q1 2023 and held it in 3 quarters. The position peaked at $327K in Q2 2023. 97 funds tracked by Wall St. Rank hold DNL as of Q4 2023.

  • Claro Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2023 after selling out during the quarter.
  • Claro Advisors sold 9,254 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2023, an estimated $310K.
  • Claro Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2023 and held it in 3 quarters.
  • Claro Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $327K in Q2 2023.
  • 97 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2023.

Based on Claro Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.