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Principal Securities’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Principal Securities’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 		$340K Buy
8,431
+2,183
+35% +$92.7K 0.01% 1141
2025
Q4 		$258K Buy
6,248
+328
+6% +$13.4K ﹤0.01% 1205
2025
Q3 		$240K Sell
5,920
-5
-0.1% -$199 ﹤0.01% 1209
2025
Q2 		$239K Buy
5,925
+2,933
+98% +$110K ﹤0.01% 1159
2025
Q1 		$108K Hold
2,992
– – ﹤0.01% 1407
2024
Q4 		$108K Buy
2,992
+4
+0.1% +$151 ﹤0.01% 1407
2024
Q3 		$118K Buy
2,988
+505
+20% +$19.7K ﹤0.01% 1321
2024
Q2 		$97K Buy
2,483
+8
+0.3% +$311 ﹤0.01% 1344
2024
Q1 		$96.3K Buy
2,475
+816
+49% +$30.5K ﹤0.01% 1292
2023
Q4 		$61.4K Buy
+1,659
New +$57.1K ﹤0.01% 1396

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 $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $528B 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 $501B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return