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

TRUADVICE’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
2021
Q1 		– Sell
-30,900
Closed -$1.2M – 286
2020
Q4 		$1.2M Buy
30,900
+1,272
+4% +$45K 0.37% 67
2020
Q3 		$1M Buy
+29,628
New +$986K 0.41% 63

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

TRUADVICE's DNL Position: Q1 2021 in Review

TRUADVICE sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2021, closing a stake of 30,900 shares — an estimated $1.2M sold.

TRUADVICE first reported a position in DNL in Q3 2020 and held it in 2 quarters. The position peaked at $1.2M in Q4 2020. 73 funds tracked by Wall St. Rank hold DNL as of Q1 2021.

  • TRUADVICE reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2021 after selling out during the quarter.
  • TRUADVICE sold 30,900 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2021, an estimated $1.2M.
  • TRUADVICE first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2020 and held it in 2 quarters.
  • TRUADVICE's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.2M in Q4 2020.
  • 73 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2021.

Based on TRUADVICE's 13F filing for Q1 2021, filed 30 Apr 2021.