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

Ameritas Advisory Services’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
2025
Q4 		– Sell
-687
Closed -$27.8K – 1216
2025
Q3 		$27.8K Sell
687
-10,860
-94% -$432K ﹤0.01% 1314
2025
Q2 		$465K Sell
11,547
-4,993
-30% -$188K 0.02% 524
2025
Q1 		$590K Buy
16,540
+122
+0.7% +$4.51K 0.02% 527
2024
Q4 		$591K Sell
16,418
-15,296
-48% -$576K 0.02% 546
2024
Q3 		$1.25M Sell
31,714
-24,066
-43% -$940K 0.05% 331
2024
Q2 		$2.18M Sell
55,780
-40,957
-42% -$1.59M 0.08% 239
2024
Q1 		$3.76M Buy
96,737
+42,623
+79% +$1.59M 0.15% 132
2023
Q4 		$2M Sell
54,114
-39,701
-42% -$1.37M 0.11% 178
2023
Q3 		$3.14M Buy
+93,815
New +$3.31M 0.16% 130
2023
Q2 		– Sell
-86,861
Closed -$3.12M – 1029
2023
Q1 		$3.12M Buy
86,861
+6,593
+8% +$228K 0.16% 128
2022
Q4 		$2.59M Buy
80,268
+13,522
+20% +$417K 0.12% 178
2022
Q3 		$1.83M Sell
66,746
-6,178
-8% -$194K 0.11% 177
2022
Q2 		$2.31M Buy
72,924
+8,918
+14% +$318K 0.13% 159
2022
Q1 		$2.54M Buy
64,006
+7,707
+14% +$312K 0.09% 175
2021
Q4 		$2.45M Buy
+56,299
New +$2.37M 0.09% 194

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameritas Advisory Services's DNL Position: Q4 2025 in Review

Ameritas Advisory Services sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2025, closing a stake of 687 shares — an estimated $27.8K sold.

Ameritas Advisory Services first reported a position in DNL in Q4 2021 and held it in 15 quarters. The position peaked at $3.76M in Q1 2024. 98 funds tracked by Wall St. Rank hold DNL as of Q4 2025.

  • Ameritas Advisory Services reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 687 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2025, an estimated $27.8K.
  • Ameritas Advisory Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2021 and held it in 15 quarters.
  • Ameritas Advisory Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $3.76M in Q1 2024.
  • 98 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.