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

Institute for 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 		$17.5K Buy
+380
New +$16.8K ﹤0.01% 1172
2020
Q1 		– Sell
-380
Closed -$13K – 439
2019
Q4 		$13K Buy
+380
New +$11.7K ﹤0.01% 587

Other funds holding DNL

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
SWP
ShoreHaven Wealth Partners Red Bank, New Jersey $318M AUM 24.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
5W
5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

Institute for Wealth Management's DNL Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2026: 380 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #1172 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in DNL as recently as Q4 2019.

Institute for Wealth Management first reported a position in DNL in Q4 2019 and has held it in 2 quarters since. 33 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Institute for Wealth Management held 380 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $17.5K as of Q2 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1172 holding.
  • Institute for Wealth Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2019 and has held it in 2 quarters since.
  • 33 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.