Ifrah Financial Services’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Ifrah Financial Services’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 Q3	–	Sell	-12,610	Closed	-$400K	–	188
2022 Q2	$400K	Sell	12,610 -73	-0.6%	-$2.6K	0.13%	126
2022 Q1	$504K	Sell	12,683 -6,199	-33%	-$251K	0.14%	121
2021 Q4	$823K	Buy	18,882 +12,200	+183%	+$513K	0.22%	89
2021 Q3	$270K	Buy	6,682 +77	+1%	+$3.27K	0.08%	169
2021 Q2	$275K	Buy	6,605 +33	+0.5%	+$1.35K	0.08%	175
2021 Q1	$255K	Sell	6,572 -7,830	-54%	-$307K	0.08%	181
2020 Q4	$548K	Sell	14,402 -188	-1%	-$6.66K	0.18%	94
2020 Q3	$486K	Sell	14,590 -144	-1%	-$4.79K	0.17%	94
2020 Q2	$465K	Sell	14,734 -294	-2%	-$8.71K	0.17%	96
2020 Q1	$397K	Buy	+15,028	New	+$463K	0.17%	99

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ifrah Financial Services's DNL Position: Q3 2022 in Review

Ifrah Financial Services sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2022, closing a stake of 12,610 shares — an estimated $400K sold.

Ifrah Financial Services first reported a position in DNL in Q1 2020 and held it in 10 quarters. The position peaked at $823K in Q4 2021. 80 funds tracked by Wall St. Rank hold DNL as of Q3 2022.

Ifrah Financial Services reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2022 after selling out during the quarter.
Ifrah Financial Services sold 12,610 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2022, an estimated $400K.
Ifrah Financial Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2020 and held it in 10 quarters.
Ifrah Financial Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $823K in Q4 2021.
80 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2022.

Based on Ifrah Financial Services's 13F filing for Q3 2022, filed 7 Nov 2022.