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National Planning Corporation’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-50
Closed -$1.21K – 978
2014
Q4 		$1.21K Buy
+50
New +$1.25K ﹤0.01% 2664

Other funds holding DNL

3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

National Planning Corporation's DNL Position: Q1 2015 in Review

National Planning Corporation sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2015, closing a stake of 50 shares — an estimated $1.21K sold.

National Planning Corporation first reported a position in DNL in Q4 2014 and held it in 1 quarter. The position peaked at $1.21K in Q4 2014. 18 funds tracked by Wall St. Rank hold DNL as of Q1 2015.

  • National Planning Corporation reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 50 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2015, an estimated $1.21K.
  • National Planning Corporation first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.21K in Q4 2014.
  • 18 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.