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

Legacy Financial 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
Q2 		– Sell
-6,132
Closed -$219K – 359
2025
Q1 		$219K Sell
6,132
-101,915
-94% -$3.77M 0.04% 334
2024
Q4 		$3.89M Sell
108,047
-22,241
-17% -$837K 0.64% 26
2024
Q3 		$5.13M Sell
130,288
-351,266
-73% -$13.7M 0.86% 20
2024
Q2 		$18.8M Sell
481,554
-17,828
-4% -$693K 3.35% 5
2024
Q1 		$19.4M Buy
499,382
+58,372
+13% +$2.18M 3.48% 4
2023
Q4 		$16.3M Sell
441,010
-2,451
-0.6% -$84.4K 3.13% 6
2023
Q3 		$14.8M Buy
443,461
+23,293
+6% +$821K 2.97% 8
2023
Q2 		$15.1M Buy
420,168
+22,033
+6% +$785K 2.81% 8
2023
Q1 		$14.1M Sell
398,135
-2,383
-0.6% -$82.4K 2.89% 10
2022
Q4 		$12.9M Buy
400,518
+20,878
+5% +$644K 2.78% 10
2022
Q3 		$10.4M Buy
379,640
+62,318
+20% +$1.96M 2.5% 8
2022
Q2 		$10.1M Sell
317,322
-36,032
-10% -$1.29M 2.5% 8
2022
Q1 		$14M Buy
353,354
+78,235
+28% +$3.17M 3.16% 7
2021
Q4 		$12M Buy
+275,119
New +$11.6M 2.75% 8

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Legacy Financial Advisors's DNL Position: Q2 2025 in Review

Legacy Financial Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2025, closing a stake of 6,132 shares — an estimated $219K sold.

Legacy Financial Advisors first reported a position in DNL in Q4 2021 and held it in 14 quarters. The position peaked at $19.4M in Q1 2024. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2025.

  • Legacy Financial Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 6,132 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2025, an estimated $219K.
  • Legacy Financial Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2021 and held it in 14 quarters.
  • Legacy Financial Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $19.4M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.