Howard Wealth Management
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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
Q3 		$593K Sell
13,273
-601
-4% -$27.4K 0.21% 83
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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Howard Wealth Management's DNL Position: Q3 2026 in Review

Howard Wealth Management reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 4.3% in Q3 2026, selling an estimated $27.4K and leaving 13,273 shares worth $593K. The position accounts for 0.21% of the portfolio, ranked #83.

Howard Wealth Management first reported a position in DNL in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.4M in Q4 2021. 58 funds tracked by Wall St. Rank hold DNL as of Q3 2026.

  • Howard Wealth Management held 13,273 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $593K as of Q3 2026.
  • Howard Wealth Management sold 601 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2026, an estimated $27.4K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.21% of Howard Wealth Management's portfolio in Q3 2026, its #83 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 27 quarters since.
  • Howard Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.4M in Q4 2021.
  • 58 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.