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

FinTrust Capital Advisors’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
2024
Q3 		$99.5K Hold
2,526
– – 0.02% 438
2024
Q2 		$98.7K Buy
2,526
+17
+0.7% +$660 0.02% 406
2024
Q1 		$97.6K Hold
2,509
– – 0.02% 392
2023
Q4 		$92.8K Buy
2,509
+746
+42% +$25.7K 0.02% 378
2023
Q3 		$59K Buy
+1,763
New +$62.1K 0.01% 426

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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FinTrust Capital Advisors's DNL Position: Q3 2024 in Review

FinTrust Capital Advisors held its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) position steady in Q3 2024 at 2,526 shares worth $99.5K. The position accounts for 0.02% of the portfolio, ranked #438.

FinTrust Capital Advisors first reported a position in DNL in Q3 2023 and has held it in 5 quarters since. 112 funds tracked by Wall St. Rank hold DNL as of Q3 2024.

  • FinTrust Capital Advisors held 2,526 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $99.5K as of Q3 2024.
  • FinTrust Capital Advisors left its WisdomTree Global ex-U.S. Quality Growth Fund share count unchanged in Q3 2024.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #438 holding.
  • FinTrust Capital Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2023 and has held it in 5 quarters since.
  • 112 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.