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

Advisornet Financial’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 Q2	$73.4K	Hold	1,590	–	–	﹤0.01%	984
2026 Q1	$64.2K	Hold	1,590	–	–	﹤0.01%	962
2025 Q4	$65.5K	Hold	1,590	–	–	﹤0.01%	970
2025 Q3	$64.4K	Hold	1,590	–	–	﹤0.01%	946
2025 Q2	$64K	Hold	1,590	–	–	﹤0.01%	914
2025 Q1	$56.7K	Hold	1,590	–	–	﹤0.01%	894
2024 Q4	$57.2K	Sell	1,590 -2,810	-64%	-$106K	﹤0.01%	847
2024 Q3	$173K	Hold	4,400	–	–	0.01%	557
2024 Q2	$172K	Hold	4,400	–	–	0.02%	512
2024 Q1	$171K	Hold	4,400	–	–	0.02%	506
2023 Q4	$163K	Hold	4,400	–	–	0.02%	513
2023 Q3	$147K	Hold	4,400	–	–	0.01%	515
2023 Q2	$158K	Hold	4,400	–	–	0.01%	529
2023 Q1	$156K	Hold	4,400	–	–	0.01%	509
2022 Q4	$142K	Hold	4,400	–	–	0.01%	548
2022 Q3	$121K	Hold	4,400	–	–	0.01%	613
2022 Q2	$139K	Hold	4,400	–	–	0.01%	581
2022 Q1	$175K	Buy	+4,400	New	+$178K	0.01%	592

Other funds holding DNL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KFI

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Advisornet Financial's DNL Position: Q2 2026 in Review

Advisornet Financial held its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) position steady in Q2 2026 at 1,590 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Advisornet Financial first reported a position in DNL in Q1 2022 and has held it in 18 quarters since. The position peaked at $175K in Q1 2022. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Advisornet Financial held 1,590 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $73.4K as of Q2 2026.
Advisornet Financial left its WisdomTree Global ex-U.S. Quality Growth Fund share count unchanged in Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #984 holding.
Advisornet Financial first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2022 and has held it in 18 quarters since.
Advisornet Financial's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $175K in Q1 2022.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.