IFP Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,430
| Closed | -$58.9K | – | 5050 |
|
|
2025
Q4 | $58.9K | Sell |
1,430
-70
| -5% | -$2.86K | ﹤0.01% | 2099 |
|
|
2025
Q3 | $60.7K | Hold |
1,500
| – | – | ﹤0.01% | 1976 |
|
|
2025
Q2 | $60.4K | Hold |
1,500
| – | – | ﹤0.01% | 1953 |
|
|
2025
Q1 | $53.5K | Hold |
1,500
| – | – | ﹤0.01% | 1861 |
|
|
2024
Q4 | $54K | Hold |
1,500
| – | – | ﹤0.01% | 1794 |
|
|
2024
Q3 | $59.1K | Hold |
1,500
| – | – | ﹤0.01% | 1655 |
|
|
2024
Q2 | $58.6K | Hold |
1,500
| – | – | ﹤0.01% | 1606 |
|
|
2024
Q1 | $58.3K | Hold |
1,500
| – | – | ﹤0.01% | 1523 |
|
|
2023
Q4 | $55.5K | Hold |
1,500
| – | – | ﹤0.01% | 1499 |
|
|
2023
Q3 | $50.2K | Hold |
1,500
| – | – | ﹤0.01% | 1550 |
|
|
2023
Q2 | $53.7K | Sell |
1,500
-84
| -5% | -$2.99K | ﹤0.01% | 1570 |
|
|
2023
Q1 | $92.9K | Buy |
1,584
+1,500
| +1,786% | +$51.9K | ﹤0.01% | 1286 |
|
|
2022
Q4 | $5K | Sell |
84
-176
| -68% | -$5.43K | ﹤0.01% | 3770 |
|
|
2022
Q3 | $15K | Hold |
260
| – | – | ﹤0.01% | 3320 |
|
|
2022
Q2 | $15K | Hold |
260
| – | – | ﹤0.01% | 3078 |
|
|
2022
Q1 | $15K | Sell |
260
-502
| -66% | -$20.4K | ﹤0.01% | 3078 |
|
|
2021
Q4 | $34K | Hold |
762
| – | – | ﹤0.01% | 1710 |
|
|
2021
Q3 | $31K | Sell |
762
-520
| -41% | -$22.1K | ﹤0.01% | 1786 |
|
|
2021
Q2 | $53K | Buy |
1,282
+1,198
| +1,426% | +$49K | ﹤0.01% | 1495 |
|
|
2021
Q1 | $3K | Buy |
84
+74
| +740% | +$2.9K | ﹤0.01% | 2547 |
|
|
2020
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 2981 |
|
|
2020
Q3 | $0 | Buy |
+10
| New | +$333 | ﹤0.01% | 2870 |
|
|
2019
Q1 | – | Sell |
-90
| Closed | -$2K | – | 2604 |
|
|
2018
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 3140 |
|
|
2018
Q3 | $3K | Buy |
+90
| New | +$2.6K | ﹤0.01% | 3400 |
|
|
2017
Q3 | – | Sell |
-300
| Closed | -$8K | – | 4096 |
|
|
2017
Q2 | $8K | Sell |
300
-2,500
| -89% | -$65.2K | ﹤0.01% | 3151 |
|
|
2017
Q1 | $70K | Hold |
2,800
| – | – | ﹤0.01% | 1723 |
|
|
2016
Q4 | $64K | Hold |
2,800
| – | – | ﹤0.01% | 1737 |
|
|
2016
Q3 | $69K | Sell |
2,800
-200
| -7% | -$4.9K | ﹤0.01% | 1602 |
|
|
2016
Q2 | $71K | Buy |
+3,000
| New | +$70.4K | ﹤0.01% | 1552 |
|
|
2016
Q1 | – | Sell |
-3,000
| Closed | -$68K | – | 2604 |
|
|
2015
Q4 | $68K | Buy |
+3,000
| New | +$68.9K | ﹤0.01% | 1414 |
|
Other funds holding DNL
PAG
KFI
BW
IFP Advisors's DNL Position: Q1 2026 in Review
IFP Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2026, closing a stake of 1,430 shares — an estimated $58.9K sold.
IFP Advisors first reported a position in DNL in Q4 2015 and held it in 30 quarters. The position peaked at $92.9K in Q1 2023. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.
- IFP Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
- IFP Advisors sold 1,430 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $58.9K.
- IFP Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2015 and held it in 30 quarters.
- IFP Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $92.9K in Q1 2023.
- 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.
Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.