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Howard Wealth Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Howard 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 		$641K Hold
13,874
– – 0.24% 76
2026
Q1 		$560K Hold
13,874
– – 0.24% 84
2025
Q4 		$572K Sell
13,874
-5,489
-28% -$225K 0.25% 76
2025
Q3 		$784K Sell
19,363
-6,125
-24% -$244K 0.36% 68
2025
Q2 		$1.03M Hold
25,488
– – 0.52% 58
2025
Q1 		$909K Sell
25,488
-20
-0.1% -$740 0.51% 56
2024
Q4 		$918K Sell
25,508
-560
-2% -$21.1K 0.5% 56
2024
Q3 		$1.03M Sell
26,068
-433
-2% -$16.9K 0.6% 47
2024
Q2 		$1.04M Buy
26,501
+111
+0.4% +$4.31K 0.82% 31
2024
Q1 		$1.03M Buy
26,390
+73
+0.3% +$2.73K 0.83% 29
2023
Q4 		$973K Sell
26,317
-1,706
-6% -$58.7K 0.81% 34
2023
Q3 		$937K Sell
28,023
-485
-2% -$17.1K 0.86% 30
2023
Q2 		$1.02M Sell
28,508
-2,425
-8% -$86.4K 0.89% 28
2023
Q1 		$1.1M Sell
30,933
-1,599
-5% -$55.3K 0.91% 29
2022
Q4 		$1.05M Sell
32,532
-453
-1% -$14K 0.86% 34
2022
Q3 		$906K Buy
32,985
+57
+0.2% +$1.79K 0.64% 41
2022
Q2 		$1.04M Buy
32,928
+129
+0.4% +$4.6K 1.1% 25
2022
Q1 		$1.3M Buy
32,799
+620
+2% +$25.1K 0.71% 41
2021
Q4 		$1.4M Buy
32,179
+4,062
+14% +$171K 0.74% 40
2021
Q3 		$1.14M Buy
28,117
+222
+0.8% +$9.42K 0.64% 44
2021
Q2 		$1.16M Buy
27,895
+1,457
+6% +$59.6K 0.64% 42
2021
Q1 		$1.03M Buy
26,438
+9,164
+53% +$359K 0.6% 47
2020
Q4 		$657K Sell
17,274
-918
-5% -$32.5K 0.41% 59
2020
Q3 		$606K Sell
18,192
-3,730
-17% -$124K 0.43% 59
2020
Q2 		$691K Buy
+21,922
New +$650K 0.56% 46
2020
Q1 		– Sell
-1,900
Closed -$62K – 206
2019
Q4 		$62K Buy
+1,900
New +$58.6K 0.05% 175

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

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

Howard Wealth Management held its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) position steady in Q2 2026 at 13,874 shares worth $641K. The position accounts for 0.24% of the portfolio, ranked #76.

Howard Wealth Management first reported a position in DNL in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.4M in Q4 2021. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Howard Wealth Management held 13,874 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $641K as of Q2 2026.
  • Howard Wealth Management left its WisdomTree Global ex-U.S. Quality Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.24% of Howard Wealth Management's portfolio in Q2 2026, its #76 holding.
  • Howard Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2019 and has held it in 26 quarters since.
  • Howard Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.4M in Q4 2021.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.