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Cherrydale Wealth Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Cherrydale Wealth Management’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 		$481K Buy
10,420
+39
+0.4% +$1.73K 0.13% 49
2026
Q1 		$419K Buy
10,381
+5
+0% +$212 0.13% 46
2025
Q4 		$428K Buy
10,376
+59
+0.6% +$2.41K 0.13% 47
2025
Q3 		$418K Buy
10,317
+43
+0.4% +$1.71K 0.13% 51
2025
Q2 		$414K Buy
10,274
+85
+0.8% +$3.19K 0.14% 47
2025
Q1 		$363K Buy
10,189
+56
+0.6% +$2.07K 0.14% 47
2024
Q4 		$365K Buy
10,133
+38
+0.4% +$1.43K 0.14% 46
2024
Q3 		$398K Buy
10,095
+39
+0.4% +$1.52K 0.16% 42
2024
Q2 		$393K Buy
10,056
+73
+0.7% +$2.84K 0.17% 40
2024
Q1 		$388K Buy
9,983
+42
+0.4% +$1.57K 0.18% 37
2023
Q4 		$368K Buy
9,941
+28
+0.3% +$964 0.19% 33
2023
Q3 		$332K Buy
9,913
+34
+0.3% +$1.2K 0.2% 34
2023
Q2 		$354K Buy
9,879
+81
+0.8% +$2.89K 0.25% 27
2023
Q1 		$348K Buy
9,798
+44
+0.5% +$1.52K 0.26% 26
2022
Q4 		$314K Buy
9,754
+38
+0.4% +$1.17K 0.26% 25
2022
Q3 		$267K Buy
9,716
+139
+1% +$4.37K 0.25% 27
2022
Q2 		$303K Sell
9,577
-5,478
-36% -$195K 0.28% 22
2022
Q1 		$598K Sell
15,055
-124
-0.8% -$5.03K 0.44% 23
2021
Q4 		$661K Buy
+15,179
New +$639K 0.5% 22

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

Cherrydale Wealth Management's DNL Position: Q2 2026 in Review

Cherrydale Wealth Management increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.38% in Q2 2026, buying an estimated $1.73K and bringing the position to 10,420 shares worth $481K. The position accounts for 0.13% of the portfolio, ranked #49.

Cherrydale Wealth Management first reported a position in DNL in Q4 2021 and has held it in 19 quarters since. The position peaked at $661K in Q4 2021. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Cherrydale Wealth Management held 10,420 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $481K as of Q2 2026.
  • Cherrydale Wealth Management bought 39 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $1.73K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.13% of Cherrydale Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Cherrydale Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2021 and has held it in 19 quarters since.
  • Cherrydale Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $661K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.