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

Financial Insights’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
2021 Q3	–	Sell	-1,680	Closed	-$700K	–	114
2021 Q2	$700K	Buy	+1,680	New	+$68.8K	0.06%	131

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

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

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

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

PAG

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

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

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

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Financial Insights's DNL Position: Q3 2021 in Review

Financial Insights sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2021, closing a stake of 1,680 shares — an estimated $700K sold.

Financial Insights first reported a position in DNL in Q2 2021 and held it in 1 quarter. The position peaked at $700K in Q2 2021. 79 funds tracked by Wall St. Rank hold DNL as of Q3 2021.

Financial Insights reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2021 after selling out during the quarter.
Financial Insights sold 1,680 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2021, an estimated $700K.
Financial Insights first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2021 and held it in 1 quarter.
Financial Insights's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $700K in Q2 2021.
79 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2021.

Based on Financial Insights's 13F filing for Q3 2021, filed 12 Nov 2021.