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Farther Finance Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Farther Finance Advisors’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
Q1 		– Sell
-207
Closed -$7.45K – 4297
2024
Q4 		$7.45K Hold
207
– – ﹤0.01% 2492
2024
Q3 		$8.15K Sell
207
-247
-54% -$9.64K ﹤0.01% 2446
2024
Q2 		$17.7K Buy
+454
New +$17.6K ﹤0.01% 1820

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Farther Finance Advisors's DNL Position: Q1 2025 in Review

Farther Finance Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2025, closing a stake of 207 shares — an estimated $7.45K sold.

Farther Finance Advisors first reported a position in DNL in Q2 2024 and held it in 3 quarters. The position peaked at $17.7K in Q2 2024. 105 funds tracked by Wall St. Rank hold DNL as of Q1 2025.

  • Farther Finance Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 207 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2025, an estimated $7.45K.
  • Farther Finance Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2024 and held it in 3 quarters.
  • Farther Finance Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $17.7K in Q2 2024.
  • 105 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.