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NFP Retirement Inc’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

NFP Retirement Inc’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
2024
Q4 		– Sell
-5,255
Closed -$207K – 295
2024
Q3 		$207K Buy
+5,255
New +$205K 0.02% 270

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PAG
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UBS Group
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NFP Retirement Inc's DNL Position: Q4 2024 in Review

NFP Retirement Inc sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2024, closing a stake of 5,255 shares — an estimated $207K sold.

NFP Retirement Inc first reported a position in DNL in Q3 2024 and held it in 1 quarter. The position peaked at $207K in Q3 2024. 109 funds tracked by Wall St. Rank hold DNL as of Q4 2024.

  • NFP Retirement Inc reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 5,255 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2024, an estimated $207K.
  • NFP Retirement Inc first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2024 and held it in 1 quarter.
  • NFP Retirement Inc's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $207K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2024.

Based on NFP Retirement Inc's 13F filing for Q4 2024, filed 13 Feb 2025.