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

Financial Strategies Group’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 Q3	–	Sell	-40,783	Closed	-$1.64M	–	96
2025 Q2	$1.64M	Sell	40,783 -6,096	-13%	-$229K	0.34%	39
2025 Q1	$1.65M	Sell	46,879 -2,341	-5%	-$86.6K	0.39%	39
2024 Q4	$1.77M	Buy	49,220 +12,215	+33%	+$460K	0.42%	37
2024 Q3	$1.46M	Sell	37,005 -1,011	-3%	-$39.5K	0.34%	39
2024 Q2	$1.52M	Buy	38,016 +95	+0.3%	+$3.69K	0.38%	37
2024 Q1	$1.48M	Buy	37,921 +243	+0.6%	+$9.07K	0.4%	36
2023 Q4	$1.37M	Sell	37,678 -4,296	-10%	-$148K	0.39%	36
2023 Q3	$1.41M	Buy	+41,974	New	+$1.48M	0.45%	36

Other funds holding DNL

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

Morgan Stanley New York $1.66T AUM 25.57% 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 $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Strategies Group's DNL Position: Q3 2025 in Review

Financial Strategies Group sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2025, closing a stake of 40,783 shares — an estimated $1.64M sold.

Financial Strategies Group first reported a position in DNL in Q3 2023 and held it in 8 quarters. The position peaked at $1.77M in Q4 2024. 97 funds tracked by Wall St. Rank hold DNL as of Q3 2025.

Financial Strategies Group reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2025 after selling out during the quarter.
Financial Strategies Group sold 40,783 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2025, an estimated $1.64M.
Financial Strategies Group first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2023 and held it in 8 quarters.
Financial Strategies Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.77M in Q4 2024.
97 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2025.

Based on Financial Strategies Group's 13F filing for Q3 2025, filed 4 Nov 2025.