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

Spire Wealth 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
-1,552
Closed -$68K – 2608
2021
Q4 		$68K Hold
1,552
– – ﹤0.01% 1578
2021
Q3 		$63K Hold
1,552
– – ﹤0.01% 1382
2021
Q2 		$65K Hold
1,552
– – ﹤0.01% 1373
2021
Q1 		$60K Buy
+1,552
New +$60.8K ﹤0.01% 1632

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Spire Wealth Management's DNL Position: Q1 2022 in Review

Spire Wealth Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2022, closing a stake of 1,552 shares — an estimated $68K sold.

Spire Wealth Management first reported a position in DNL in Q1 2021 and held it in 4 quarters. The position peaked at $68K in Q4 2021. 89 funds tracked by Wall St. Rank hold DNL as of Q1 2022.

  • Spire Wealth Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 1,552 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2022, an estimated $68K.
  • Spire Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $68K 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 Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.