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

Sowell Financial Services’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
2024 Q4	–	Sell	-12,722	Closed	-$501K	–	526
2024 Q3	$501K	Buy	12,722 +49	+0.4%	+$1.91K	0.02%	438
2024 Q2	$495K	Buy	12,673 +92	+0.7%	+$3.57K	0.02%	438
2024 Q1	$489K	Buy	+12,581	New	+$470K	0.02%	457
2022 Q1	–	Sell	-15,179	Closed	-$661K	–	232
2021 Q4	$661K	Buy	+15,179	New	+$639K	0.04%	397
2021 Q2	–	Sell	-6,760	Closed	-$275K	–	1077
2021 Q1	$275K	Sell	6,760 -90	-1%	-$3.52K	0.01%	880
2020 Q4	$261K	Buy	6,850 +2,680	+64%	+$94.9K	0.01%	749
2020 Q3	$139K	Hold	4,170	–	–	0.01%	861
2020 Q2	$132K	Buy	+4,170	New	+$124K	0.01%	873

Other funds holding DNL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sowell Financial Services's DNL Position: Q4 2024 in Review

Sowell Financial Services sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2024, closing a stake of 12,722 shares — an estimated $501K sold.

Sowell Financial Services first reported a position in DNL in Q2 2020 and held it in 8 quarters. The position peaked at $661K in Q4 2021. 110 funds tracked by Wall St. Rank hold DNL as of Q4 2024.

Sowell Financial Services reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 12,722 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2024, an estimated $501K.
Sowell Financial Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2020 and held it in 8 quarters.
Sowell Financial Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $661K in Q4 2021.
110 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.