Level Four Advisory Services’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Level Four Advisory Services’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	$249K	Sell	6,175 -54	-0.9%	-$2.29K	0.01%	768
2025 Q4	$257K	Buy	6,229 +304	+5%	+$12.4K	0.01%	732
2025 Q3	$240K	Hold	5,925	–	–	0.01%	727
2025 Q2	$239K	Sell	5,925 -1,082	-15%	-$40.6K	0.01%	705
2025 Q1	$250K	Buy	7,007 +20	+0.3%	+$740	0.01%	673
2024 Q4	$251K	Sell	6,987 -268	-4%	-$10.1K	0.01%	670
2024 Q3	$271K	Buy	7,255 +489	+7%	+$19.1K	0.01%	659
2024 Q2	$264K	Sell	6,766 -65,798	-91%	-$2.56M	0.01%	647
2024 Q1	$2.68M	Buy	72,564 +1,302	+2%	+$48.6K	0.15%	168
2023 Q4	$2.64M	Sell	71,262 -3,820	-5%	-$131K	0.15%	165
2023 Q3	$2.51M	Buy	75,082 +1,012	+1%	+$35.7K	0.16%	157
2023 Q2	$2.65M	Sell	74,070 -3,364	-4%	-$120K	0.16%	145
2023 Q1	$2.75M	Sell	77,434 -12,261	-14%	-$424K	0.18%	136
2022 Q4	$2.89M	Sell	89,695 -2,416	-3%	-$74.5K	0.21%	115
2022 Q3	$2.53M	Sell	92,111 -6,050	-6%	-$190K	0.25%	105
2022 Q2	$3.11M	Sell	98,161 -9,911	-9%	-$354K	0.29%	97
2022 Q1	$4.29M	Sell	108,072 -12,080	-10%	-$490K	0.34%	82
2021 Q4	$5.24M	Sell	120,152 -15,049	-11%	-$633K	0.4%	60
2021 Q3	$5.47M	Sell	135,201 -171,362	-56%	-$7.27M	0.57%	39
2021 Q2	$12.8M	Sell	306,563 -10,147	-3%	-$415K	0.88%	17
2021 Q1	$12.3M	Buy	316,710 +34,082	+12%	+$1.33M	0.95%	14
2020 Q4	$10.8M	Sell	282,628 -30,338	-10%	-$1.07M	0.86%	18
2020 Q3	$10.4M	Buy	312,966 +5,728	+2%	+$191K	0.8%	19
2020 Q2	$9.7M	Buy	307,238 +276,312	+893%	+$8.19M	0.75%	19
2020 Q1	$812K	Buy	+30,926	New	+$953K	0.1%	238

Other funds holding DNL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Level Four Advisory Services's DNL Position: Q1 2026 in Review

Level Four Advisory Services reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.87% in Q1 2026, selling an estimated $2.29K and leaving 6,175 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #768.

Level Four Advisory Services first reported a position in DNL in Q1 2020 and has held it in 25 quarters since. The position peaked at $12.8M in Q2 2021. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

Level Four Advisory Services held 6,175 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $249K as of Q1 2026.
Level Four Advisory Services sold 54 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $2.29K.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #768 holding.
Level Four Advisory Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2020 and has held it in 25 quarters since.
Level Four Advisory Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $12.8M in Q2 2021.
96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.