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

Hoey 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
2022
Q4 		– Sell
-770
Closed -$21K – 313
2022
Q3 		$21K Buy
+770
New +$24.2K 0.01% 187

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFA
Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Hoey Investments's DNL Position: Q4 2022 in Review

Hoey Investments sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2022, closing a stake of 770 shares — an estimated $21K sold.

Hoey Investments first reported a position in DNL in Q3 2022 and held it in 1 quarter. The position peaked at $21K in Q3 2022. 95 funds tracked by Wall St. Rank hold DNL as of Q4 2022.

  • Hoey Investments reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2022 after selling out during the quarter.
  • Hoey Investments sold 770 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2022, an estimated $21K.
  • Hoey Investments first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2022 and held it in 1 quarter.
  • Hoey Investments's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $21K in Q3 2022.
  • 95 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2022.

Based on Hoey Investments's 13F filing for Q4 2022, filed 14 Feb 2023.