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

Squar Milner 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
2018
Q3 		– Sell
-4,770
Closed -$136K – 774
2018
Q2 		$136K Buy
+4,770
New +$140K 0.12% 208

Other funds holding DNL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Squar Milner Financial Services's DNL Position: Q3 2018 in Review

Squar Milner Financial Services sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2018, closing a stake of 4,770 shares — an estimated $136K sold.

Squar Milner Financial Services first reported a position in DNL in Q2 2018 and held it in 1 quarter. The position peaked at $136K in Q2 2018. 31 funds tracked by Wall St. Rank hold DNL as of Q3 2018.

  • Squar Milner Financial Services reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 4,770 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2018, an estimated $136K.
  • Squar Milner Financial Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $136K in Q2 2018.
  • 31 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.