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

Disciplined Investments’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
2020
Q4 		– Sell
-40
Closed -$1K – 334
2020
Q3 		$1K Hold
40
– – ﹤0.01% 369
2020
Q2 		$1K Buy
+40
New +$1.19K ﹤0.01% 374

Other funds holding DNL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Disciplined Investments's DNL Position: Q4 2020 in Review

Disciplined Investments sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2020, closing a stake of 40 shares — an estimated $1K sold.

Disciplined Investments first reported a position in DNL in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 58 funds tracked by Wall St. Rank hold DNL as of Q4 2020.

  • Disciplined Investments reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2020 after selling out during the quarter.
  • Disciplined Investments sold 40 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2020, an estimated $1K.
  • Disciplined Investments first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2020 and held it in 2 quarters.
  • Disciplined Investments's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1K in Q3 2020.
  • 58 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2020.

Based on Disciplined Investments's 13F filing for Q4 2020, filed 12 Feb 2021.