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Nachman Norwood & Parrott’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-402
Closed -$13K – 457
2020
Q3 		$13K Buy
+402
New +$13.4K ﹤0.01% 701

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nachman Norwood & Parrott's DNL Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2020, closing a stake of 402 shares — an estimated $13K sold.

Nachman Norwood & Parrott first reported a position in DNL in Q3 2020 and held it in 1 quarter. The position peaked at $13K in Q3 2020. 58 funds tracked by Wall St. Rank hold DNL as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 402 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2020, an estimated $13K.
  • Nachman Norwood & Parrott first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $13K in Q3 2020.
  • 58 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.