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Key Client Fiduciary Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Key Client Fiduciary Advisors’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
Q2 		– Sell
-5,125
Closed -$204K – 116
2022
Q1 		$204K Buy
5,125
+127
+3% +$5.15K 0.16% 118
2021
Q4 		$218K Buy
+4,998
New +$210K 0.18% 112

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Key Client Fiduciary Advisors's DNL Position: Q2 2022 in Review

Key Client Fiduciary Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2022, closing a stake of 5,125 shares — an estimated $204K sold.

Key Client Fiduciary Advisors first reported a position in DNL in Q4 2021 and held it in 2 quarters. The position peaked at $218K in Q4 2021. 87 funds tracked by Wall St. Rank hold DNL as of Q2 2022.

  • Key Client Fiduciary Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2022 after selling out during the quarter.
  • Key Client Fiduciary Advisors sold 5,125 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2022, an estimated $204K.
  • Key Client Fiduciary Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2021 and held it in 2 quarters.
  • Key Client Fiduciary Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $218K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2022.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.