Financial Gravity Asset Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Financial Gravity Asset 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
2019 Q2	–	Sell	-10	Closed	-$283	–	1320
2019 Q1	$0	Buy	+10	New	+$268	﹤0.01%	1362
2018 Q3	$0	Sell	12 -4	-25%	-$116	﹤0.01%	1442
2018 Q2	$0	Buy	16 +4	+33%	+$118	﹤0.01%	1455
2018 Q1	$0	Buy	+12	New	+$359	﹤0.01%	1413

Other funds holding DNL

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Financial Gravity Asset Management's DNL Position: Q2 2019 in Review

Financial Gravity Asset Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2019, closing a stake of 10 shares — an estimated $283 sold.

Financial Gravity Asset Management first reported a position in DNL in Q1 2018 and held it in 4 quarters. The position peaked at $0 in Q1 2019. 30 funds tracked by Wall St. Rank hold DNL as of Q2 2019.

Financial Gravity Asset Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2019 after selling out during the quarter.
Financial Gravity Asset Management sold 10 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2019, an estimated $283.
Financial Gravity Asset Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2018 and held it in 4 quarters.
Financial Gravity Asset Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $0 in Q1 2019.
30 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2019.

Based on Financial Gravity Asset Management's 13F filing for Q2 2019, filed 26 Jul 2019.