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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
Q2 		$901K Sell
19,520
-628
-3% -$27.8K 0.16% 112
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Drive Wealth Management's DNL Position: Q2 2026 in Review

Drive Wealth Management reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 3.1% in Q2 2026, selling an estimated $27.8K and leaving 19,520 shares worth $901K. The position accounts for 0.16% of the portfolio, ranked #112.

Drive Wealth Management first reported a position in DNL in Q1 2023 and has held it in 14 quarters since. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Drive Wealth Management held 19,520 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $901K as of Q2 2026.
  • Drive Wealth Management sold 628 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $27.8K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.16% of Drive Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Drive Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2023 and has held it in 14 quarters since.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.