Baird Financial Group
DNL icon

Baird Financial Group’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Baird Financial Group’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 		$300K Sell
7,427
-63,629
-90% -$2.7M ﹤0.01% 1635
2025
Q4 		$2.93M Sell
71,056
-1,251
-2% -$51.2K ﹤0.01% 918
2025
Q3 		$2.93M Buy
72,307
+2,087
+3% +$83.1K ﹤0.01% 918
2025
Q2 		$2.83M Buy
70,220
+352
+0.5% +$13.2K 0.01% 902
2025
Q1 		$2.49M Sell
69,868
-36,855
-35% -$1.36M ﹤0.01% 903
2024
Q4 		$3.84M Sell
106,723
-34,687
-25% -$1.31M 0.01% 763
2024
Q3 		$5.57M Sell
141,410
-2,872
-2% -$112K 0.01% 645
2024
Q2 		$5.64M Buy
144,282
+3,047
+2% +$118K 0.01% 630
2024
Q1 		$5.49M Buy
141,235
+30,138
+27% +$1.13M 0.01% 636
2023
Q4 		$4.11M Buy
111,097
+26,515
+31% +$913K 0.01% 709
2023
Q3 		$2.83M Buy
84,582
+7,857
+10% +$277K 0.01% 804
2023
Q2 		$2.75M Buy
76,725
+26,088
+52% +$929K 0.01% 816
2023
Q1 		$1.8M Buy
+50,637
New +$1.75M ﹤0.01% 914
2018
Q4 		– Sell
-17,232
Closed -$495K – 1288
2018
Q3 		$495K Buy
17,232
+54
+0.3% +$1.56K ﹤0.01% 1050
2018
Q2 		$490K Sell
17,178
-104
-0.6% -$3.06K ﹤0.01% 1018
2018
Q1 		$515K Buy
17,282
+3,276
+23% +$98.1K ﹤0.01% 1008
2017
Q4 		$415K Buy
14,006
+1,612
+13% +$46.6K ﹤0.01% 1056
2017
Q3 		$350K Buy
+12,394
New +$344K ﹤0.01% 1070

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

Baird Financial Group's DNL Position: Q1 2026 in Review

Baird Financial Group reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 90% in Q1 2026, selling an estimated $2.7M and leaving 7,427 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Baird Financial Group first reported a position in DNL in Q3 2017 and has held it in 18 quarters since. The position peaked at $5.64M in Q2 2024. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Baird Financial Group held 7,427 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $300K as of Q1 2026.
  • Baird Financial Group sold 63,629 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $2.7M.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1635 holding.
  • Baird Financial Group first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2017 and has held it in 18 quarters since.
  • Baird Financial Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $5.64M in Q2 2024.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.