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Money Concepts Capital’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Money Concepts Capital’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
2021
Q1 		– Sell
-11,080
Closed -$422K – 724
2020
Q4 		$422K Buy
+11,080
New +$392K 0.04% 312

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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
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 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
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Money Concepts Capital's DNL Position: Q1 2021 in Review

Money Concepts Capital sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2021, closing a stake of 11,080 shares — an estimated $422K sold.

Money Concepts Capital first reported a position in DNL in Q4 2020 and held it in 1 quarter. The position peaked at $422K in Q4 2020. 73 funds tracked by Wall St. Rank hold DNL as of Q1 2021.

  • Money Concepts Capital reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2021 after selling out during the quarter.
  • Money Concepts Capital sold 11,080 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2021, an estimated $422K.
  • Money Concepts Capital first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2020 and held it in 1 quarter.
  • Money Concepts Capital's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $422K in Q4 2020.
  • 73 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2021.

Based on Money Concepts Capital's 13F filing for Q1 2021, filed 17 May 2021.