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Larson Financial Group’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Larson Financial Group’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
Q1 		$29.5K Hold
730
– – ﹤0.01% 1638
2025
Q4 		$30.1K Buy
+730
New +$29.9K ﹤0.01% 1486

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Larson Financial Group's DNL Position: Q1 2026 in Review

Larson Financial Group held its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) position steady in Q1 2026 at 730 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

Larson Financial Group first reported a position in DNL in Q4 2025 and has held it in 2 quarters since. The position peaked at $30.1K in Q4 2025. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Larson Financial Group held 730 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $29.5K as of Q1 2026.
  • Larson Financial Group left its WisdomTree Global ex-U.S. Quality Growth Fund share count unchanged in Q1 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1638 holding.
  • Larson Financial Group first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • Larson Financial Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $30.1K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.