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

Financial Gravity Companies’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
2018 Q4	$0	Buy	+10	New	+$261	﹤0.01%	1400
2018 Q1	$0	Sell	12 -20	-63%	-$599	﹤0.01%	1450
2017 Q4	$1K	Buy	+32	New	+$926	﹤0.01%	1082

Other funds holding DNL

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

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

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

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

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

RJFSA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

3AM

3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

Financial Gravity Companies's DNL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2018: 10 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1400 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in DNL as recently as Q1 2018.

Financial Gravity Companies first reported a position in DNL in Q4 2017 and has held it in 3 quarters since. The position peaked at $1K in Q4 2017. 34 funds tracked by Wall St. Rank hold DNL as of Q4 2018.

Financial Gravity Companies held 10 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $0 as of Q4 2018.
WisdomTree Global ex-U.S. Quality Growth Fund was a new Financial Gravity Companies position in Q4 2018.
WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1400 holding.
Financial Gravity Companies first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2017 and has held it in 3 quarters since.
Financial Gravity Companies's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1K in Q4 2017.
34 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.