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5T Wealth’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

5T Wealth’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
2026
Q1 		$998K Buy
24,722
+609
+3% +$25.9K 0.39% 62
2025
Q4 		$994K Buy
24,113
+1,212
+5% +$49.6K 0.4% 63
2025
Q3 		$927K Buy
22,901
+494
+2% +$19.7K 0.4% 60
2025
Q2 		$902K Buy
+22,407
New +$842K 0.43% 56

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

5T Wealth's DNL Position: Q1 2026 in Review

5T Wealth increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 2.5% in Q1 2026, buying an estimated $25.9K and bringing the position to 24,722 shares worth $998K. The position accounts for 0.39% of the portfolio, ranked #62.

5T Wealth first reported a position in DNL in Q2 2025 and has held it in 4 quarters since. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • 5T Wealth held 24,722 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $998K as of Q1 2026.
  • 5T Wealth bought 609 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $25.9K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.39% of 5T Wealth's portfolio in Q1 2026, its #62 holding.
  • 5T Wealth first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2025 and has held it in 4 quarters since.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on 5T Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.