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Garton & Associates Financial Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Garton & Associates Financial 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
2026
Q1 		– Sell
-305
Closed -$12.6K – 274
2025
Q4 		$12.6K Buy
+305
New +$12.5K 0.01% 773

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Garton & Associates Financial Advisors's DNL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2026, closing a stake of 305 shares — an estimated $12.6K sold.

Garton & Associates Financial Advisors first reported a position in DNL in Q4 2025 and held it in 1 quarter. The position peaked at $12.6K in Q4 2025. 98 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 305 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $12.6K.
  • Garton & Associates Financial Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $12.6K in Q4 2025.
  • 98 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.