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

AE Wealth Management’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	–	Sell	-788	Closed	-$32.5K	–	2617
2025 Q4	$32.5K	Hold	788	–	–	﹤0.01%	1929
2025 Q3	$31.9K	Sell	788 -360	-31%	-$14.3K	﹤0.01%	1803
2025 Q2	$46.2K	Hold	1,148	–	–	﹤0.01%	1619
2025 Q1	$40.9K	Hold	1,148	–	–	﹤0.01%	1613
2024 Q4	$41.3K	Buy	+1,148	New	+$43.2K	﹤0.01%	1589
2020 Q1	–	Sell	-133,430	Closed	-$4.39M	–	1142
2019 Q4	$4.39M	Buy	+133,430	New	+$4.12M	0.1%	197

Other funds holding DNL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

AE Wealth Management's DNL Position: Q1 2026 in Review

AE Wealth Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2026, closing a stake of 788 shares — an estimated $32.5K sold.

AE Wealth Management first reported a position in DNL in Q4 2019 and held it in 6 quarters. The position peaked at $4.39M in Q4 2019. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

AE Wealth Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 788 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $32.5K.
AE Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2019 and held it in 6 quarters.
AE Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $4.39M in Q4 2019.
96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.