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

Sigma Planning Corp’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 Q1	–	Sell	-10,953	Closed	-$477K	–	1393
2021 Q4	$477K	Buy	10,953 +396	+4%	+$16.7K	0.01%	876
2021 Q3	$427K	Buy	10,557 +1,164	+12%	+$49.4K	0.01%	885
2021 Q2	$391K	Buy	9,393 +1	+0%	+$41	0.01%	941
2021 Q1	$365K	Buy	9,392 +1,914	+26%	+$75K	0.01%	897
2020 Q4	$285K	Buy	+7,478	New	+$265K	0.01%	924

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LFA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Sigma Planning Corp's DNL Position: Q1 2022 in Review

Sigma Planning Corp sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2022, closing a stake of 10,953 shares — an estimated $477K sold.

Sigma Planning Corp first reported a position in DNL in Q4 2020 and held it in 5 quarters. The position peaked at $477K in Q4 2021. 89 funds tracked by Wall St. Rank hold DNL as of Q1 2022.

Sigma Planning Corp reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2022 after selling out during the quarter.
Sigma Planning Corp sold 10,953 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2022, an estimated $477K.
Sigma Planning Corp first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2020 and held it in 5 quarters.
Sigma Planning Corp's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $477K in Q4 2021.
89 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2022.

Based on Sigma Planning Corp's 13F filing for Q1 2022, filed 20 Apr 2022.