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

Avantax 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
Q2 		$722K Buy
17,940
+20
+0.1% +$751 ﹤0.01% 1358
2025
Q1 		$639K Buy
17,920
+11
+0.1% +$407 ﹤0.01% 1355
2024
Q4 		$644K Buy
17,909
+7
+0% +$263 ﹤0.01% 1294
2024
Q3 		$705K Sell
17,902
-387
-2% -$15.1K ﹤0.01% 1208
2024
Q2 		$715K Buy
18,289
+427
+2% +$16.6K 0.01% 1153
2024
Q1 		$695K Sell
17,862
-5,281
-23% -$197K 0.01% 900
2023
Q4 		$856K Sell
23,143
-121
-0.5% -$4.17K 0.01% 776
2023
Q3 		$778K Sell
23,264
-843
-3% -$29.7K 0.01% 770
2023
Q2 		$864K Sell
24,107
-568
-2% -$20.2K 0.01% 737
2023
Q1 		$875K Sell
24,675
-1,752
-7% -$60.6K 0.01% 695
2022
Q4 		$852K Buy
26,427
+4,534
+21% +$140K 0.01% 683
2022
Q3 		$602K Buy
21,893
+7,096
+48% +$223K 0.01% 702
2022
Q2 		$469K Buy
14,797
+6,936
+88% +$247K 0.01% 814
2022
Q1 		$313K Sell
7,861
-124
-2% -$5.03K ﹤0.01% 976
2021
Q4 		$348K Sell
7,985
-716
-8% -$30.1K 0.01% 906
2021
Q3 		$351K Buy
8,701
+5
+0.1% +$212 0.01% 853
2021
Q2 		$363K Buy
+8,696
New +$356K 0.01% 824

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Avantax Advisory Services's DNL Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.11% in Q2 2025, buying an estimated $751 and bringing the position to 17,940 shares worth $722K. The position accounts for ﹤0.01% of the portfolio, ranked #1358.

Avantax Advisory Services first reported a position in DNL in Q2 2021 and has held it in 17 quarters since. The position peaked at $875K in Q1 2023. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2025.

  • Avantax Advisory Services held 17,940 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $722K as of Q2 2025.
  • Avantax Advisory Services bought 20 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2025, an estimated $751.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1358 holding.
  • Avantax Advisory Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2021 and has held it in 17 quarters since.
  • Avantax Advisory Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $875K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.