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Smart Money Group’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Smart Money Group’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
Q4 		– Sell
-108,700
Closed -$3.62M – 61
2020
Q3 		$3.62M Buy
+108,700
New +$3.62M 1.56% 20

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smart Money Group's DNL Position: Q4 2020 in Review

Smart Money Group sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2020, closing a stake of 108,700 shares — an estimated $3.62M sold.

Smart Money Group first reported a position in DNL in Q3 2020 and held it in 1 quarter. The position peaked at $3.62M in Q3 2020. 58 funds tracked by Wall St. Rank hold DNL as of Q4 2020.

  • Smart Money Group reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2020 after selling out during the quarter.
  • Smart Money Group sold 108,700 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2020, an estimated $3.62M.
  • Smart Money Group first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2020 and held it in 1 quarter.
  • Smart Money Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $3.62M in Q3 2020.
  • 58 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2020.

Based on Smart Money Group's 13F filing for Q4 2020, filed 27 Jan 2021.