New England Private Wealth Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

New England Private Wealth 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 Q3	–	Sell	-11,679	Closed	-$465K	–	96
2022 Q2	$465K	Hold	11,679	–	–	0.09%	78
2022 Q1	$465K	Buy	11,679 +4,510	+63%	+$183K	0.08%	78
2021 Q4	$313K	Buy	+7,169	New	+$302K	0.05%	86

Other funds holding DNL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LFA

Legacy Financial Advisors Covington, Kentucky $715M AUM 22.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

New England Private Wealth Advisors's DNL Position: Q3 2022 in Review

New England Private Wealth Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2022, closing a stake of 11,679 shares — an estimated $465K sold.

New England Private Wealth Advisors first reported a position in DNL in Q4 2021 and held it in 3 quarters. The position peaked at $465K in Q2 2022. 80 funds tracked by Wall St. Rank hold DNL as of Q3 2022.

New England Private Wealth Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2022 after selling out during the quarter.
New England Private Wealth Advisors sold 11,679 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2022, an estimated $465K.
New England Private Wealth Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2021 and held it in 3 quarters.
New England Private Wealth Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $465K in Q2 2022.
80 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2022.

Based on New England Private Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.