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

AlphaCore Capital’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	-720	Closed	-$29.7K	–	1306
2025 Q4	$29.7K	Hold	720	–	–	﹤0.01%	1224
2025 Q3	$29.2K	Hold	720	–	–	﹤0.01%	924
2025 Q2	$29K	Buy	+720	New	+$27K	﹤0.01%	882
2021 Q4	–	Sell	-1,411	Closed	-$57K	–	102
2021 Q3	$57K	Buy	+1,411	New	+$59.9K	0.03%	80

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

AlphaCore Capital's DNL Position: Q1 2026 in Review

AlphaCore Capital sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2026, closing a stake of 720 shares — an estimated $29.7K sold.

AlphaCore Capital first reported a position in DNL in Q3 2021 and held it in 4 quarters. The position peaked at $57K in Q3 2021. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

AlphaCore Capital reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 720 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $29.7K.
AlphaCore Capital first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2021 and held it in 4 quarters.
AlphaCore Capital's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $57K in Q3 2021.
96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.