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

Creative Planning’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	$873K	Buy	18,894 +568	+3%	+$25.2K	﹤0.01%	2759
2026 Q1	$740K	Buy	18,326 +6,193	+51%	+$263K	﹤0.01%	2708
2025 Q4	$500K	Sell	12,133 -455	-4%	-$18.6K	﹤0.01%	2845
2025 Q3	$510K	Sell	12,588 -900	-7%	-$35.8K	﹤0.01%	2704
2025 Q2	$543K	Sell	13,488 -230	-2%	-$8.64K	﹤0.01%	2400
2025 Q1	$489K	Buy	+13,718	New	+$508K	﹤0.01%	2310
2023 Q1	–	Sell	-7,530	Closed	-$243K	–	2678
2022 Q4	$243K	Buy	+7,530	New	+$232K	﹤0.01%	1884
2022 Q3	–	Sell	-9,448	Closed	-$300K	–	2350
2022 Q2	$300K	Buy	+9,448	New	+$337K	﹤0.01%	1609
2014 Q3	–	Sell	-12	Closed	–	–	4023
2014 Q2	$0	Buy	+12	New	+$316	﹤0.01%	3806

Other funds holding DNL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Creative Planning's DNL Position: Q2 2026 in Review

Creative Planning increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 3.1% in Q2 2026, buying an estimated $25.2K and bringing the position to 18,894 shares worth $873K. The position accounts for ﹤0.01% of the portfolio, ranked #2759.

Creative Planning first reported a position in DNL in Q2 2014 and has held it in 9 quarters since. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Creative Planning held 18,894 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $873K as of Q2 2026.
Creative Planning bought 568 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $25.2K.
WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2759 holding.
Creative Planning first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2014 and has held it in 9 quarters since.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.