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 Q3	$30.1K	Sell	675 -84	-11%	-$3.83K	﹤0.01%	1864
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return

Michels Family Financial Fort Worth, Texas $162M AUM 19.35% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Larson Financial Group's DNL Position: Q3 2026 in Review

Larson Financial Group reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 11% in Q3 2026, selling an estimated $3.83K and leaving 675 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1864.

Larson Financial Group first reported a position in DNL in Q4 2025 and has held it in 4 quarters since. The position peaked at $35.1K in Q2 2026. 51 funds tracked by Wall St. Rank hold DNL as of Q3 2026.

Larson Financial Group held 675 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $30.1K as of Q3 2026.
Larson Financial Group sold 84 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2026, an estimated $3.83K.
WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #1864 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 4 quarters since.
Larson Financial Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $35.1K in Q2 2026.
51 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.