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

Family Capital 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
2023
Q1 		– Sell
-7,798
Closed -$251K – 76
2022
Q4 		$251K Buy
+7,798
New +$240K 0.17% 58

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Family Capital Management's DNL Position: Q1 2023 in Review

Family Capital Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2023, closing a stake of 7,798 shares — an estimated $251K sold.

Family Capital Management first reported a position in DNL in Q4 2022 and held it in 1 quarter. The position peaked at $251K in Q4 2022. 91 funds tracked by Wall St. Rank hold DNL as of Q1 2023.

  • Family Capital Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2023 after selling out during the quarter.
  • Family Capital Management sold 7,798 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2023, an estimated $251K.
  • Family Capital Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2022 and held it in 1 quarter.
  • Family Capital Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $251K in Q4 2022.
  • 91 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2023.

Based on Family Capital Management's 13F filing for Q1 2023, filed 15 May 2023.