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

Fiat 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
2023 Q4	$210K	Buy	+5,681	New	+$196K	2.66%	10

Other funds holding DNL

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

Fiat Wealth Management's DNL Position: Q4 2023 in Review

Fiat Wealth Management opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2023: 5,681 shares worth $210K. The stake represents 2.66% of the portfolio and ranks #10 among its holdings.

97 funds tracked by Wall St. Rank hold DNL as of Q4 2023.

Fiat Wealth Management held 5,681 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $210K as of Q4 2023.
WisdomTree Global ex-U.S. Quality Growth Fund was a new Fiat Wealth Management position in Q4 2023.
WisdomTree Global ex-U.S. Quality Growth Fund made up 2.66% of Fiat Wealth Management's portfolio in Q4 2023, its #10 holding.
97 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2023.

Based on Fiat Wealth Management's 13F filing for Q4 2023, filed 3 May 2024.