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

Arax Advisory Partners’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 		$642K Sell
15,901
-1,334
-8% -$56.7K 0.02% 552
2025
Q4 		$710K Buy
+17,235
New +$705K 0.02% 476
2025
Q3 		– Sell
-17,959
Closed -$723K – 3759
2025
Q2 		$723K Buy
17,959
+5,120
+40% +$192K 0.03% 310
2025
Q1 		$458K Buy
12,839
+2,346
+22% +$86.8K 0.03% 331
2024
Q4 		$378K Buy
+10,493
New +$395K 0.02% 353

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Arax Advisory Partners's DNL Position: Q1 2026 in Review

Arax Advisory Partners reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 7.7% in Q1 2026, selling an estimated $56.7K and leaving 15,901 shares worth $642K. The position accounts for 0.02% of the portfolio, ranked #552.

Arax Advisory Partners first reported a position in DNL in Q4 2024 and has held it in 5 quarters since. The position peaked at $723K in Q2 2025. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Arax Advisory Partners held 15,901 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $642K as of Q1 2026.
  • Arax Advisory Partners sold 1,334 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $56.7K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.02% of Arax Advisory Partners's portfolio in Q1 2026, its #552 holding.
  • Arax Advisory Partners first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2024 and has held it in 5 quarters since.
  • Arax Advisory Partners's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $723K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.