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

IHT 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
2025 Q2	–	Sell	-58,911	Closed	-$2.1M	–	1165
2025 Q1	$2.1M	Buy	58,911 +1,884	+3%	+$69.7K	0.07%	283
2024 Q4	$2.05M	Sell	57,027 -6,644	-10%	-$250K	0.07%	272
2024 Q3	$2.51M	Sell	63,671 -228	-0.4%	-$8.9K	0.07%	269
2024 Q2	$2.5M	Buy	63,899 +5,007	+9%	+$195K	0.09%	217
2024 Q1	$2.29M	Buy	58,892 +588	+1%	+$22K	0.09%	227
2023 Q4	$2.16M	Buy	58,304 +1,705	+3%	+$58.7K	0.1%	209
2023 Q3	$1.89M	Buy	56,599 +16,630	+42%	+$586K	0.1%	204
2023 Q2	$1.43M	Buy	+39,969	New	+$1.42M	0.07%	255

Other funds holding DNL

Morgan Stanley New York $1.66T AUM 25.57% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

KFI

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

IHT Wealth Management's DNL Position: Q2 2025 in Review

IHT Wealth Management sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2025, closing a stake of 58,911 shares — an estimated $2.1M sold.

IHT Wealth Management first reported a position in DNL in Q2 2023 and held it in 8 quarters. The position peaked at $2.51M in Q3 2024. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2025.

IHT Wealth Management reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
IHT Wealth Management sold 58,911 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2025, an estimated $2.1M.
IHT Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2023 and held it in 8 quarters.
IHT Wealth Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $2.51M in Q3 2024.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2025.

Based on IHT Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.