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Capital Group Private Client Services’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Capital Group Private Client 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 		$202K Buy
+4,377
New +$194K ﹤0.01% 258

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Capital Group Private Client Services's DNL Position: Q2 2026 in Review

Capital Group Private Client Services opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2026: 4,377 shares worth $202K. The stake represents ﹤0.01% of the portfolio and ranks #258 among its holdings.

102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Capital Group Private Client Services held 4,377 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $202K as of Q2 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund was a new Capital Group Private Client Services position in Q2 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Capital Group Private Client Services's portfolio in Q2 2026, its #258 holding.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.