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

CX Institutional’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	$26K	Sell	569 -100	-15%	-$4.43K	﹤0.01%	1110
2026 Q1	$27K	Sell	669 -687	-51%	-$29.2K	﹤0.01%	1075
2025 Q4	$56K	Sell	1,356 -3,635	-73%	-$149K	﹤0.01%	953
2025 Q3	$202K	Buy	+4,991	New	+$199K	0.01%	691

Other funds holding DNL

SWP

ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return

BCG

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

CWM

Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return

FCT

First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

CX Institutional's DNL Position: Q2 2026 in Review

CX Institutional reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 15% in Q2 2026, selling an estimated $4.43K and leaving 569 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #1110.

CX Institutional first reported a position in DNL in Q3 2025 and has held it in 4 quarters since. The position peaked at $202K in Q3 2025. 7 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

CX Institutional held 569 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $26K as of Q2 2026.
CX Institutional sold 100 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $4.43K.
WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1110 holding.
CX Institutional first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2025 and has held it in 4 quarters since.
CX Institutional's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $202K in Q3 2025.
7 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.