DWM
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Drive Wealth Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Drive Wealth Management’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 		$813K Buy
20,148
+2,470
+14% +$105K 0.17% 111
2025
Q4 		$729K Buy
17,678
+2,057
+13% +$84.1K 0.14% 124
2025
Q3 		$633K Buy
15,621
+1,148
+8% +$45.7K 0.13% 125
2025
Q2 		$583K Buy
14,473
+933
+7% +$35K 0.13% 142
2025
Q1 		$483K Sell
13,540
-781
-5% -$28.9K 0.11% 141
2024
Q4 		$517K Buy
14,321
+205
+1% +$7.71K 0.13% 128
2024
Q3 		$556K Buy
14,116
+103
+0.7% +$4.02K 0.14% 117
2024
Q2 		$548K Buy
14,013
+1,271
+10% +$49.4K 0.15% 120
2024
Q1 		$496K Buy
12,742
+1,564
+14% +$58.4K 0.14% 132
2023
Q4 		$413K Buy
11,178
+152
+1% +$5.23K 0.13% 147
2023
Q3 		$369K Sell
11,026
-618
-5% -$21.8K 0.13% 141
2023
Q2 		$417K Buy
11,644
+2,169
+23% +$77.3K 0.15% 134
2023
Q1 		$336K Buy
+9,475
New +$328K 0.14% 158

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return