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

Creative Financial Designs’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	$4.52K	Hold	112	–	–	﹤0.01%	1602
2025 Q4	$4.62K	Hold	112	–	–	﹤0.01%	1531
2025 Q3	$4.54K	Hold	112	–	–	﹤0.01%	1552
2025 Q2	$4.51K	Hold	112	–	–	﹤0.01%	1548
2025 Q1	$4K	Sell	112 -3	-3%	-$111	﹤0.01%	1533
2024 Q4	$4.14K	Hold	115	–	–	﹤0.01%	1468
2024 Q3	$4.53K	Hold	115	–	–	﹤0.01%	1402
2024 Q2	$4.49K	Hold	115	–	–	﹤0.01%	1336
2024 Q1	$4.47K	Hold	115	–	–	﹤0.01%	1332
2023 Q4	$4.25K	Sell	115 -57	-33%	-$1.96K	﹤0.01%	1289
2023 Q3	$5.75K	Hold	172	–	–	﹤0.01%	1155
2023 Q2	$6.16K	Sell	172 -40	-19%	-$1.43K	﹤0.01%	1130
2023 Q1	$7.52K	Hold	212	–	–	﹤0.01%	1024
2022 Q4	$6.83K	Hold	212	–	–	﹤0.01%	973
2022 Q3	$6K	Hold	212	–	–	﹤0.01%	993
2022 Q2	$7K	Buy	212 +1	+0.5%	+$36	﹤0.01%	931
2022 Q1	$8K	Buy	+211	New	+$8.55K	﹤0.01%	946
2021 Q3	–	Sell	-279	Closed	-$12K	–	1398
2021 Q2	$12K	Buy	279 +7	+3%	+$287	﹤0.01%	978
2021 Q1	$11K	Buy	272 +4	+1%	+$157	﹤0.01%	912
2020 Q4	$10K	Buy	+268	New	+$9.49K	﹤0.01%	864

Other funds holding DNL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Creative Financial Designs's DNL Position: Q1 2026 in Review

Creative Financial Designs held its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) position steady in Q1 2026 at 112 shares worth $4.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1602.

Creative Financial Designs first reported a position in DNL in Q4 2020 and has held it in 20 quarters since. The position peaked at $12K in Q2 2021. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

Creative Financial Designs held 112 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $4.52K as of Q1 2026.
Creative Financial Designs left its WisdomTree Global ex-U.S. Quality Growth Fund share count unchanged in Q1 2026.
WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1602 holding.
Creative Financial Designs first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2020 and has held it in 20 quarters since.
Creative Financial Designs's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $12K in Q2 2021.
96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.