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

Advisory Services Network’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	–	Sell	-1,164	Closed	-$47K	–	2802
2026 Q1	$47K	Buy	+1,164	New	+$49.4K	﹤0.01%	2667
2025 Q4	–	Sell	-1,267	Closed	-$51.3K	–	2440
2025 Q3	$51.3K	Buy	+1,267	New	+$50.4K	﹤0.01%	2442
2020 Q4	–	Sell	-54	Closed	-$2K	–	3388
2020 Q3	$2K	Buy	+54	New	+$1.8K	﹤0.01%	3091
2020 Q2	–	Sell	-52	Closed	-$1K	–	1429
2020 Q1	$1K	Hold	52	–	–	﹤0.01%	2863
2019 Q4	$2K	Sell	52 -748	-94%	-$23.1K	﹤0.01%	2832
2019 Q3	$23K	Hold	800	–	–	﹤0.01%	1741
2019 Q2	$23K	Hold	800	–	–	﹤0.01%	1739
2019 Q1	$22K	Hold	800	–	–	﹤0.01%	1570
2018 Q4	$20K	Buy	+800	New	+$20.9K	﹤0.01%	1501

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

Advisory Services Network's DNL Position: Q2 2026 in Review

Advisory Services Network sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2026, closing a stake of 1,164 shares — an estimated $47K sold.

Advisory Services Network first reported a position in DNL in Q4 2018 and held it in 9 quarters. The position peaked at $51.3K in Q3 2025. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Advisory Services Network reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,164 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $47K.
Advisory Services Network first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2018 and held it in 9 quarters.
Advisory Services Network's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $51.3K in Q3 2025.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.