Lido Advisors
DNL icon

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

Lido 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
2026
Q2 		$266K Hold
5,756
– – ﹤0.01% 1806
2026
Q1 		$232K Buy
+5,756
New +$245K ﹤0.01% 1705

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

Lido Advisors's DNL Position: Q2 2026 in Review

Lido Advisors held its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) position steady in Q2 2026 at 5,756 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Lido Advisors first reported a position in DNL in Q1 2026 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Lido Advisors held 5,756 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $266K as of Q2 2026.
  • Lido Advisors left its WisdomTree Global ex-U.S. Quality Growth Fund share count unchanged in Q2 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1806 holding.
  • Lido Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2026 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.