Global Retirement Partners’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Global Retirement Partners’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 Q4	$23.9K	Buy	+579	New	+$23.7K	﹤0.01%	2794
2022 Q2	–	Sell	-1,000	Closed	-$35K	–	2721
2022 Q1	$35K	Buy	+1,000	New	+$40.5K	﹤0.01%	1140
2021 Q4	–	Sell	-100	Closed	-$4K	–	592
2021 Q3	$4K	Buy	+100	New	+$4.24K	﹤0.01%	1670

Other funds holding DNL

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Retirement Partners's DNL Position: Q4 2025 in Review

Global Retirement Partners opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2025: 579 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #2794 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DNL as recently as Q1 2022.

Global Retirement Partners first reported a position in DNL in Q3 2021 and has held it in 3 quarters since. The position peaked at $35K in Q1 2022. 98 funds tracked by Wall St. Rank hold DNL as of Q4 2025.

Global Retirement Partners held 579 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $23.9K as of Q4 2025.
WisdomTree Global ex-U.S. Quality Growth Fund was a new Global Retirement Partners position in Q4 2025.
WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2794 holding.
Global Retirement Partners first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2021 and has held it in 3 quarters since.
Global Retirement Partners's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $35K in Q1 2022.
98 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.