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

Gradient Investments’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 Q4	–	Sell	-98	Closed	-$4K	–	1250
2021 Q3	$4K	Buy	+98	New	+$4.16K	﹤0.01%	909
2018 Q4	–	Sell	-4,500	Closed	-$129K	–	954
2018 Q3	$129K	Buy	+4,500	New	+$130K	0.01%	264

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

BRWA

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

PAG

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

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

Gradient Investments's DNL Position: Q4 2021 in Review

Gradient Investments sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2021, closing a stake of 98 shares — an estimated $4K sold.

Gradient Investments first reported a position in DNL in Q3 2018 and held it in 2 quarters. The position peaked at $129K in Q3 2018. 92 funds tracked by Wall St. Rank hold DNL as of Q4 2021.

Gradient Investments reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2021 after selling out during the quarter.
Gradient Investments sold 98 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2021, an estimated $4K.
Gradient Investments first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2018 and held it in 2 quarters.
Gradient Investments's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $129K in Q3 2018.
92 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.