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Independent Advisor Alliance’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Independent Advisor Alliance’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
2020
Q2 		– Sell
-11,780
Closed -$311K – 508
2020
Q1 		$311K Hold
11,780
– – 0.05% 273
2019
Q4 		$388K Hold
11,780
– – 0.02% 599
2019
Q3 		$366K Buy
+11,780
New +$340K 0.04% 295

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
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Independent Advisor Alliance's DNL Position: Q2 2020 in Review

Independent Advisor Alliance sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2020, closing a stake of 11,780 shares — an estimated $311K sold.

Independent Advisor Alliance first reported a position in DNL in Q3 2019 and held it in 3 quarters. The position peaked at $388K in Q4 2019. 39 funds tracked by Wall St. Rank hold DNL as of Q2 2020.

  • Independent Advisor Alliance reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,780 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2020, an estimated $311K.
  • Independent Advisor Alliance first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2019 and held it in 3 quarters.
  • Independent Advisor Alliance's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $388K in Q4 2019.
  • 39 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2020.

Based on Independent Advisor Alliance's 13F filing for Q2 2020, filed 6 Aug 2020.