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Householder Group Estate & Retirement Specialist’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-112
Closed -$4K – 703
2024
Q3 		$4K Buy
+112
New +$4.37K ﹤0.01% 953

Other funds holding DNL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $79.5B AUM 27.1% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DNL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2024, closing a stake of 112 shares — an estimated $4K sold.

Householder Group Estate & Retirement Specialist first reported a position in DNL in Q3 2024 and held it in 1 quarter. The position peaked at $4K in Q3 2024. 109 funds tracked by Wall St. Rank hold DNL as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 112 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2024, an estimated $4K.
  • Householder Group Estate & Retirement Specialist first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $4K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.