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Northwest Financial Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-292
Closed -$11.5K – 210
2024
Q3 		$11.5K Buy
+292
New +$11.4K 0.01% 382
2024
Q1 		– Sell
-292
Closed -$10.8K – 189
2023
Q4 		$10.8K Buy
+292
New +$10.1K 0.01% 369

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwest Financial Advisors's DNL Position: Q4 2024 in Review

Northwest Financial Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2024, closing a stake of 292 shares — an estimated $11.5K sold.

Northwest Financial Advisors first reported a position in DNL in Q4 2023 and held it in 2 quarters. The position peaked at $11.5K in Q3 2024. 109 funds tracked by Wall St. Rank hold DNL as of Q4 2024.

  • Northwest Financial Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 292 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2024, an estimated $11.5K.
  • Northwest Financial Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $11.5K 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 Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.