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Simplicity Solutions’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Simplicity Solutions’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
2020
Q1 		– Sell
-132,770
Closed -$4.37M – 749
2019
Q4 		$4.37M Buy
+132,770
New +$4.1M 0.13% 136

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

Simplicity Solutions's DNL Position: Q1 2020 in Review

Simplicity Solutions sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2020, closing a stake of 132,770 shares — an estimated $4.37M sold.

Simplicity Solutions first reported a position in DNL in Q4 2019 and held it in 1 quarter. The position peaked at $4.37M in Q4 2019. 30 funds tracked by Wall St. Rank hold DNL as of Q1 2020.

  • Simplicity Solutions reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2020 after selling out during the quarter.
  • Simplicity Solutions sold 132,770 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2020, an estimated $4.37M.
  • Simplicity Solutions first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2019 and held it in 1 quarter.
  • Simplicity Solutions's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $4.37M in Q4 2019.
  • 30 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.