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 Q3	$25K	Hold	569	–	–	﹤0.01%	1178
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

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Cherrydale Wealth Management Hoboken, New Jersey $386M AUM 17.17% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

CX Institutional's DNL Position: Q3 2026 in Review

CX Institutional held its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) position steady in Q3 2026 at 569 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

CX Institutional first reported a position in DNL in Q3 2025 and has held it in 5 quarters since. The position peaked at $202K in Q3 2025. 13 funds tracked by Wall St. Rank hold DNL as of Q3 2026.

CX Institutional held 569 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $25K as of Q3 2026.
CX Institutional left its WisdomTree Global ex-U.S. Quality Growth Fund share count unchanged in Q3 2026.
WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1178 holding.
CX Institutional first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2025 and has held it in 5 quarters since.
CX Institutional's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $202K in Q3 2025.
13 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.