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Pinnacle Summer Investments’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Pinnacle Summer Investments’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
Q4 		$6K Buy
+264
New +$6.06K ﹤0.01% 602

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $8.94B AUM 20.84% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Pinnacle Summer Investments's DNL Position: Q4 2015 in Review

Pinnacle Summer Investments opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2015: 264 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #602 among its holdings.

18 funds tracked by Wall St. Rank hold DNL as of Q4 2015.

  • Pinnacle Summer Investments held 264 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $6K as of Q4 2015.
  • WisdomTree Global ex-U.S. Quality Growth Fund was a new Pinnacle Summer Investments position in Q4 2015.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #602 holding.
  • 18 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.