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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
Q2 		$35.1K Buy
759
+29
+4% +$1.28K ﹤0.01% 1686
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 $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Larson Financial Group's DNL Position: Q2 2026 in Review

Larson Financial Group increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 4% in Q2 2026, buying an estimated $1.28K and bringing the position to 759 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1686.

Larson Financial Group first reported a position in DNL in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Larson Financial Group held 759 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $35.1K as of Q2 2026.
  • Larson Financial Group bought 29 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $1.28K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1686 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 3 quarters since.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.