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

Wealthcare Advisory Partners’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
Q2 		– Sell
-1,106
Closed -$43K – 866
2021
Q1 		$43K Buy
+1,106
New +$43.3K ﹤0.01% 923

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthcare Advisory Partners's DNL Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2021, closing a stake of 1,106 shares — an estimated $43K sold.

Wealthcare Advisory Partners first reported a position in DNL in Q1 2021 and held it in 1 quarter. The position peaked at $43K in Q1 2021. 77 funds tracked by Wall St. Rank hold DNL as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 1,106 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2021, an estimated $43K.
  • Wealthcare Advisory Partners first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $43K in Q1 2021.
  • 77 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.