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

Total Clarity 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 Q3	–	Sell	-4,450	Closed	-$141K	–	402
2022 Q2	$141K	Buy	+4,450	New	+$159K	0.07%	265
2022 Q1	–	Sell	-4,050	Closed	-$176K	–	377
2021 Q4	$176K	Buy	4,050 +100	+3%	+$4.21K	0.08%	230
2021 Q3	$160K	Buy	+3,950	New	+$168K	0.08%	238
2021 Q2	–	Sell	-3,800	Closed	-$147K	–	321
2021 Q1	$147K	Buy	+3,800	New	+$149K	0.08%	200

Other funds holding DNL

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Total Clarity Wealth Management's DNL Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2022, closing a stake of 4,450 shares — an estimated $141K sold.

Total Clarity Wealth Management first reported a position in DNL in Q1 2021 and held it in 4 quarters. The position peaked at $176K in Q4 2021. 80 funds tracked by Wall St. Rank hold DNL as of Q3 2022.

Total Clarity Wealth Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 4,450 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2022, an estimated $141K.
Total Clarity Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $176K in Q4 2021.
80 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.