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

Michels Family Financial’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	$1.8M	Buy	44,656 +590	+1%	+$25.1K	1.3%	16
2025 Q4	$1.82M	Buy	44,066 +1,158	+3%	+$47.4K	1.33%	15
2025 Q3	$1.74M	Sell	42,908 -96	-0.2%	-$3.82K	1.35%	16
2025 Q2	$1.73M	Buy	43,004 +902	+2%	+$33.9K	1.48%	16
2025 Q1	$1.5M	Buy	42,102 +650	+2%	+$24.1K	1.36%	18
2024 Q4	$1.49M	Buy	+41,452	New	+$1.56M	1.37%	18

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 $21.8B AUM 28.57% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 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

Michels Family Financial's DNL Position: Q1 2026 in Review

Michels Family Financial increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 1.3% in Q1 2026, buying an estimated $25.1K and bringing the position to 44,656 shares worth $1.8M. The position accounts for 1.3% of the portfolio, ranked #16.

Michels Family Financial first reported a position in DNL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.82M in Q4 2025. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

Michels Family Financial held 44,656 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $1.8M as of Q1 2026.
Michels Family Financial bought 590 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $25.1K.
WisdomTree Global ex-U.S. Quality Growth Fund made up 1.3% of Michels Family Financial's portfolio in Q1 2026, its #16 holding.
Michels Family Financial first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.82M in Q4 2025.
96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.