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Onyx Bridge Wealth Group’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Onyx Bridge Wealth Group’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 		$517K Sell
12,815
-397
-3% -$16.9K 0.06% 216
2025
Q4 		$545K Sell
13,212
-4,677
-26% -$191K 0.06% 211
2025
Q3 		$724K Buy
+17,889
New +$712K 0.08% 172

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Onyx Bridge Wealth Group's DNL Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 3% in Q1 2026, selling an estimated $16.9K and leaving 12,815 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #216.

Onyx Bridge Wealth Group first reported a position in DNL in Q3 2025 and has held it in 3 quarters since. The position peaked at $724K in Q3 2025. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Onyx Bridge Wealth Group held 12,815 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $517K as of Q1 2026.
  • Onyx Bridge Wealth Group sold 397 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $16.9K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.06% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #216 holding.
  • Onyx Bridge Wealth Group first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2025 and has held it in 3 quarters since.
  • Onyx Bridge Wealth Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $724K in Q3 2025.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.