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

Clarus Wealth 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
2019
Q2 		– Sell
-600
Closed -$17K – 601
2019
Q1 		$17K Hold
600
– – 0.01% 443
2018
Q4 		$15K Hold
600
– – 0.02% 444
2018
Q3 		$17K Buy
+600
New +$17.3K 0.01% 456

Other funds holding DNL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clarus Wealth Advisors's DNL Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2019, closing a stake of 600 shares — an estimated $17K sold.

Clarus Wealth Advisors first reported a position in DNL in Q3 2018 and held it in 3 quarters. The position peaked at $17K in Q1 2019. 30 funds tracked by Wall St. Rank hold DNL as of Q2 2019.

  • Clarus Wealth Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 600 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2019, an estimated $17K.
  • Clarus Wealth Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $17K in Q1 2019.
  • 30 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.