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

Inspirion Wealth Advisors’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	–	Sell	-5,864	Closed	-$231K	–	171
2025 Q3	$231K	Buy	+5,864	New	+$233K	0.03%	137
2025 Q2	–	Sell	-5,864	Closed	-$209K	–	161
2025 Q1	$209K	Hold	5,864	–	–	0.03%	145
2024 Q4	$214K	Hold	5,864	–	–	0.03%	139
2024 Q3	$231K	Hold	5,864	–	–	0.03%	138
2024 Q2	$229K	Hold	5,864	–	–	0.04%	134
2024 Q1	$228K	Hold	5,864	–	–	0.04%	134
2023 Q4	$214K	Buy	+5,864	New	+$202K	0.04%	132
2023 Q3	–	Sell	-5,864	Closed	-$210K	–	140
2023 Q2	$210K	Hold	5,864	–	–	0.04%	132
2023 Q1	$208K	Buy	+5,864	New	+$203K	0.04%	130
2022 Q2	–	Sell	-5,864	Closed	-$233K	–	120
2022 Q1	$233K	Hold	5,864	–	–	0.05%	97
2021 Q4	$255K	Hold	5,864	–	–	0.05%	89
2021 Q3	$237K	Hold	5,864	–	–	0.05%	83
2021 Q2	$244K	Hold	5,864	–	–	0.06%	79
2021 Q1	$228K	Hold	5,864	–	–	0.06%	81
2020 Q4	$223K	Buy	+5,864	New	+$208K	0.06%	78

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

Inspirion Wealth Advisors's DNL Position: Q4 2025 in Review

Inspirion Wealth Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2025, closing a stake of 5,864 shares — an estimated $231K sold.

Inspirion Wealth Advisors first reported a position in DNL in Q4 2020 and held it in 15 quarters. The position peaked at $255K in Q4 2021. 98 funds tracked by Wall St. Rank hold DNL as of Q4 2025.

Inspirion Wealth Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2025 after selling out during the quarter.
Inspirion Wealth Advisors sold 5,864 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2025, an estimated $231K.
Inspirion Wealth Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2020 and held it in 15 quarters.
Inspirion Wealth Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $255K in Q4 2021.
98 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2025.

Based on Inspirion Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.