CWM
DNL icon

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

Concert Wealth Management’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
2016
Q4 		– Sell
-1,230
Closed -$30K – 555
2016
Q3 		$30K Buy
+1,230
New +$30.1K ﹤0.01% 867

Other funds holding DNL

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Concert Wealth Management's DNL Position: Q4 2016 in Review

Concert Wealth Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2016, closing a stake of 1,230 shares — an estimated $30K sold.

Concert Wealth Management first reported a position in DNL in Q3 2016 and held it in 1 quarter. The position peaked at $30K in Q3 2016. 21 funds tracked by Wall St. Rank hold DNL as of Q4 2016.

  • Concert Wealth Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 1,230 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2016, an estimated $30K.
  • Concert Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $30K in Q3 2016.
  • 21 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.