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

Plante Moran Financial 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
2025
Q3 		– Sell
-1,723
Closed -$69.4K – 814
2025
Q2 		$69.4K Buy
+1,723
New +$64.7K ﹤0.01% 286

Other funds holding DNL

Ameriprise
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Plante Moran Financial Advisors's DNL Position: Q3 2025 in Review

Plante Moran Financial Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2025, closing a stake of 1,723 shares — an estimated $69.4K sold.

Plante Moran Financial Advisors first reported a position in DNL in Q2 2025 and held it in 1 quarter. The position peaked at $69.4K in Q2 2025. 97 funds tracked by Wall St. Rank hold DNL as of Q3 2025.

  • Plante Moran Financial Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,723 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2025, an estimated $69.4K.
  • Plante Moran Financial Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2025 and held it in 1 quarter.
  • Plante Moran Financial Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $69.4K in Q2 2025.
  • 97 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.