Envestnet Portfolio Solutions’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Envestnet Portfolio Solutions’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
2024 Q4	–	Sell	-57,970	Closed	-$2.28M	–	1740
2024 Q3	$2.28M	Sell	57,970 -6,440	-10%	-$251K	0.01%	612
2024 Q2	$2.52M	Sell	64,410 -3,241	-5%	-$126K	0.01%	572
2024 Q1	$2.63M	Buy	67,651 +12,490	+23%	+$466K	0.01%	552
2023 Q4	$2.04M	Buy	55,161 +4,551	+9%	+$157K	0.01%	590
2023 Q3	$1.69M	Buy	+50,610	New	+$1.78M	0.01%	593

Other funds holding DNL

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAG

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Portfolio Solutions's DNL Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2024, closing a stake of 57,970 shares — an estimated $2.28M sold.

Envestnet Portfolio Solutions first reported a position in DNL in Q3 2023 and held it in 5 quarters. The position peaked at $2.63M in Q1 2024. 109 funds tracked by Wall St. Rank hold DNL as of Q4 2024.

Envestnet Portfolio Solutions reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
Envestnet Portfolio Solutions sold 57,970 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2024, an estimated $2.28M.
Envestnet Portfolio Solutions first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2023 and held it in 5 quarters.
Envestnet Portfolio Solutions's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $2.63M in Q1 2024.
109 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.