Monterey Private Wealth’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Monterey Private Wealth’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 Q1	$212K	Buy	+5,938	New	+$220K	0.06%	131

Other funds holding DNL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Monterey Private Wealth's DNL Position: Q1 2025 in Review

Monterey Private Wealth opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2025: 5,938 shares worth $212K. The stake represents 0.06% of the portfolio and ranks #131 among its holdings.

105 funds tracked by Wall St. Rank hold DNL as of Q1 2025.

Monterey Private Wealth held 5,938 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $212K as of Q1 2025.
WisdomTree Global ex-U.S. Quality Growth Fund was a new Monterey Private Wealth position in Q1 2025.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.06% of Monterey Private Wealth's portfolio in Q1 2025, its #131 holding.
105 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.