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

Gateway Wealth Partners’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	–	Sell	-6,583	Closed	-$220K	–	237
2023 Q3	$220K	Buy	6,583 +411	+7%	+$14.5K	0.04%	238
2023 Q2	$221K	Sell	6,172 -340	-5%	-$12.1K	0.04%	220
2023 Q1	$231K	Hold	6,512	–	–	0.04%	195
2022 Q4	$210K	Buy	+6,512	New	+$201K	0.04%	186

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 $21.3B AUM 22.13% 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

Gateway Wealth Partners's DNL Position: Q4 2023 in Review

Gateway Wealth Partners sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2023, closing a stake of 6,583 shares — an estimated $220K sold.

Gateway Wealth Partners first reported a position in DNL in Q4 2022 and held it in 4 quarters. The position peaked at $231K in Q1 2023. 97 funds tracked by Wall St. Rank hold DNL as of Q4 2023.

Gateway Wealth Partners reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2023 after selling out during the quarter.
Gateway Wealth Partners sold 6,583 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2023, an estimated $220K.
Gateway Wealth Partners first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2022 and held it in 4 quarters.
Gateway Wealth Partners's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $231K in Q1 2023.
97 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2023.

Based on Gateway Wealth Partners's 13F filing for Q4 2023, filed 13 Feb 2024.