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

Signet Financial Management’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	-480	Closed	-$21K	–	514
2021 Q4	$21K	Buy	+480	New	+$20.2K	﹤0.01%	851
2018 Q4	–	Sell	-480	Closed	-$14K	–	380
2018 Q3	$14K	Hold	480	–	–	﹤0.01%	571
2018 Q2	$14K	Sell	480 -60	-11%	-$1.76K	﹤0.01%	582
2018 Q1	$16K	Buy	+540	New	+$16.2K	﹤0.01%	512

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 $21.8B AUM 28.57% 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

Signet Financial Management's DNL Position: Q1 2022 in Review

Signet Financial Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2022, closing a stake of 480 shares — an estimated $21K sold.

Signet Financial Management first reported a position in DNL in Q1 2018 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 89 funds tracked by Wall St. Rank hold DNL as of Q1 2022.

Signet Financial Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2022 after selling out during the quarter.
Signet Financial Management sold 480 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2022, an estimated $21K.
Signet Financial Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2018 and held it in 4 quarters.
Signet Financial Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $21K 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 Signet Financial Management's 13F filing for Q1 2022, filed 13 May 2022.