Summit Investment Advisory Services’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Summit Investment Advisory 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	-5,259	Closed	-$207K	–	71
2024 Q3	$207K	Buy	+5,259	New	+$205K	0.11%	65
2024 Q2	–	Sell	-5,295	Closed	-$206K	–	51
2024 Q1	$206K	Sell	5,295 -193	-4%	-$7.21K	0.12%	64
2023 Q4	$203K	Buy	+5,488	New	+$189K	0.13%	60
2023 Q1	–	Sell	-6,883	Closed	-$222K	–	54
2022 Q4	$222K	Buy	+6,883	New	+$212K	0.27%	45

Other funds holding DNL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $21.3B AUM 22.13% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Summit Investment Advisory Services's DNL Position: Q4 2024 in Review

Summit Investment Advisory Services sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2024, closing a stake of 5,259 shares — an estimated $207K sold.

Summit Investment Advisory Services first reported a position in DNL in Q4 2022 and held it in 4 quarters. The position peaked at $222K in Q4 2022. 109 funds tracked by Wall St. Rank hold DNL as of Q4 2024.

Summit Investment Advisory Services reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2024 after selling out during the quarter.
Summit Investment Advisory Services sold 5,259 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2024, an estimated $207K.
Summit Investment Advisory Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2022 and held it in 4 quarters.
Summit Investment Advisory Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $222K in Q4 2022.
109 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2024.

Based on Summit Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.