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Sullivan, Bruyette, Speros & Blaney’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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
-5,086
Closed -$167K – 308
2019
Q4 		$167K Hold
5,086
– – 0.01% 273
2019
Q3 		$148K Buy
+5,086
New +$147K 0.01% 282

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

Sullivan, Bruyette, Speros & Blaney's DNL Position: Q1 2020 in Review

Sullivan, Bruyette, Speros & Blaney sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2020, closing a stake of 5,086 shares — an estimated $167K sold.

Sullivan, Bruyette, Speros & Blaney first reported a position in DNL in Q3 2019 and held it in 2 quarters. The position peaked at $167K in Q4 2019. 30 funds tracked by Wall St. Rank hold DNL as of Q1 2020.

  • Sullivan, Bruyette, Speros & Blaney reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2020 after selling out during the quarter.
  • Sullivan, Bruyette, Speros & Blaney sold 5,086 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2020, an estimated $167K.
  • Sullivan, Bruyette, Speros & Blaney first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2019 and held it in 2 quarters.
  • Sullivan, Bruyette, Speros & Blaney's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $167K 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 Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2020, filed 5 May 2020.