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B. Riley Wealth Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

B. Riley Wealth Advisors’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
-11,256
Closed -$464K – 951
2025
Q4 		$464K Buy
11,256
+1,733
+18% +$70.9K 0.02% 554
2025
Q3 		$386K Buy
9,523
+341
+4% +$13.6K 0.02% 622
2025
Q2 		$370K Buy
+9,182
New +$345K 0.02% 639
2024
Q4 		– Sell
-10,722
Closed -$419K – 1177
2024
Q3 		$419K Buy
10,722
+139
+1% +$5.43K 0.01% 812
2024
Q2 		$414K Sell
10,583
-1,020
-9% -$39.6K 0.01% 899
2024
Q1 		$388K Sell
11,603
-4,563
-28% -$170K 0.01% 924
2023
Q4 		$598K Buy
16,166
+4,563
+39% +$157K 0.02% 723
2023
Q3 		$388K Sell
11,603
-21,942
-65% -$773K 0.01% 924
2023
Q2 		$1.2M Sell
33,545
-9,828
-23% -$350K 0.03% 508
2023
Q1 		$1.54M Sell
43,373
-35,994
-45% -$1.24M 0.04% 424
2022
Q4 		$2.56M Sell
79,367
-25,893
-25% -$798K 0.07% 284
2022
Q3 		$2.89M Sell
105,260
-86,485
-45% -$2.72M 0.09% 231
2022
Q2 		$6.08M Sell
191,745
-16,744
-8% -$597K 0.26% 87
2022
Q1 		$8.28M Sell
208,489
-103,212
-33% -$4.18M 0.27% 76
2021
Q4 		$13.6M Buy
311,701
+12,813
+4% +$539K 0.39% 48
2021
Q3 		$12.2M Buy
298,888
+78,850
+36% +$3.35M 0.39% 52
2021
Q2 		$11.4M Sell
220,038
-57,572
-21% -$2.36M 0.37% 54
2021
Q1 		$10.7M Buy
277,610
+21,786
+9% +$853K 0.38% 52
2020
Q4 		$9.74M Buy
+255,824
New +$9.06M 0.52% 39
2015
Q1 		– Sell
-2,980
Closed -$74 – 910
2014
Q4 		$74 Buy
+2,980
New +$74.5K ﹤0.01% 1876
2014
Q3 		– Sell
-4,704
Closed -$126K – 934
2014
Q2 		$126K Hold
4,704
– – 0.03% 629
2014
Q1 		$121K Sell
4,704
-116
-2% -$2.88K 0.04% 559
2013
Q4 		$122K Sell
4,820
-200
-4% -$5.01K 0.04% 501
2013
Q3 		$123K Sell
5,020
-520
-9% -$12.6K 0.04% 486
2013
Q2 		$131K Buy
+5,540
New +$141K 0.04% 475

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 $21.8B AUM 28.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 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

B. Riley Wealth Advisors's DNL Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2026, closing a stake of 11,256 shares — an estimated $464K sold.

B. Riley Wealth Advisors first reported a position in DNL in Q2 2013 and held it in 25 quarters. The position peaked at $13.6M in Q4 2021. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,256 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $464K.
  • B. Riley Wealth Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2013 and held it in 25 quarters.
  • B. Riley Wealth Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $13.6M in Q4 2021.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.