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 Q2	$561K	Sell	12,152 -663	-5%	-$29.4K	0.05%	226
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Onyx Bridge Wealth Group's DNL Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 5.2% in Q2 2026, selling an estimated $29.4K and leaving 12,152 shares worth $561K. The position accounts for 0.05% of the portfolio, ranked #226.

Onyx Bridge Wealth Group first reported a position in DNL in Q3 2025 and has held it in 4 quarters since. The position peaked at $724K in Q3 2025. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Onyx Bridge Wealth Group held 12,152 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $561K as of Q2 2026.
Onyx Bridge Wealth Group sold 663 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $29.4K.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.05% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #226 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 4 quarters since.
Onyx Bridge Wealth Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $724K in Q3 2025.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.