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
2026 Q2	$633K	Buy	+13,702	New	+$607K	0.01%	707
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 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

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

Ameritas Advisory Services opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2026: 13,702 shares worth $633K. The stake represents 0.01% of the portfolio and ranks #707 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in DNL as recently as Q3 2025.

Ameritas Advisory Services first reported a position in DNL in Q4 2021 and has held it in 16 quarters since. The position peaked at $3.76M in Q1 2024. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Ameritas Advisory Services held 13,702 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $633K as of Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund was a new Ameritas Advisory Services position in Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #707 holding.
Ameritas Advisory Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2021 and has held it in 16 quarters since.
Ameritas Advisory Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $3.76M in Q1 2024.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.