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

Clearwater Capital 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
2018 Q2	–	Sell	-2,382	Closed	-$71K	–	267
2018 Q1	$71K	Buy	+2,382	New	+$71.3K	0.01%	261

Other funds holding DNL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BRF

B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Clearwater Capital Advisors's DNL Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2018, closing a stake of 2,382 shares — an estimated $71K sold.

Clearwater Capital Advisors first reported a position in DNL in Q1 2018 and held it in 1 quarter. The position peaked at $71K in Q1 2018. 31 funds tracked by Wall St. Rank hold DNL as of Q2 2018.

Clearwater Capital Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2018 after selling out during the quarter.
Clearwater Capital Advisors sold 2,382 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2018, an estimated $71K.
Clearwater Capital Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2018 and held it in 1 quarter.
Clearwater Capital Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $71K in Q1 2018.
31 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.