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

Cyr Financial’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
2025 Q2	–	Sell	-27,209	Closed	-$971K	–	55
2025 Q1	$971K	Sell	27,209 -4,884	-15%	-$181K	0.87%	17
2024 Q4	$1.15M	Sell	32,093 -133,798	-81%	-$5.03M	1.05%	14
2024 Q3	$6.54M	Buy	165,891 +4,545	+3%	+$177K	6.1%	9
2024 Q2	$6.31M	Buy	+161,346	New	+$6.27M	6.3%	6

Other funds holding DNL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Cyr Financial's DNL Position: Q2 2025 in Review

Cyr Financial sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2025, closing a stake of 27,209 shares — an estimated $971K sold.

Cyr Financial first reported a position in DNL in Q2 2024 and held it in 4 quarters. The position peaked at $6.54M in Q3 2024. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2025.

Cyr Financial reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
Cyr Financial sold 27,209 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2025, an estimated $971K.
Cyr Financial first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2024 and held it in 4 quarters.
Cyr Financial's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $6.54M in Q3 2024.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2025.

Based on Cyr Financial's 13F filing for Q2 2025, filed 17 Jul 2025.