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Raab & Moskowitz Asset Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Raab & Moskowitz Asset Management’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 		$460K Buy
11,400
+750
+7% +$31.9K 0.1% 137
2025
Q4 		$439K Hold
10,650
– – 0.1% 147
2025
Q3 		$431K Buy
10,650
+1,050
+11% +$41.8K 0.1% 146
2025
Q2 		$387K Hold
9,600
– – 0.09% 147
2025
Q1 		$342K Sell
9,600
-406
-4% -$15K 0.09% 149
2024
Q4 		$360K Sell
10,006
-138
-1% -$5.19K 0.09% 143
2024
Q3 		$400K Sell
10,144
-98
-1% -$3.83K 0.1% 134
2024
Q2 		$400K Buy
10,242
+2
+0% +$78 0.11% 127
2024
Q1 		$398K Hold
10,240
– – 0.11% 133
2023
Q4 		$379K Hold
10,240
– – 0.12% 127
2023
Q3 		$343K Buy
10,240
+550
+6% +$19.4K 0.12% 127
2023
Q2 		$347K Buy
9,690
+440
+5% +$15.7K 0.12% 128
2023
Q1 		$328K Buy
9,250
+1,750
+23% +$60.5K 0.12% 132
2022
Q4 		$242K Sell
7,500
-3,210
-30% -$99K 0.09% 143
2022
Q3 		$294K Hold
10,710
– – 0.12% 132
2022
Q2 		$339K Hold
10,710
– – 0.13% 130
2022
Q1 		$425K Buy
10,710
+325
+3% +$13.2K 0.15% 123
2021
Q4 		$452K Buy
10,385
+175
+2% +$7.36K 0.15% 115
2021
Q3 		$413K Buy
10,210
+60
+0.6% +$2.54K 0.15% 115
2021
Q2 		$423K Buy
10,150
+1,720
+20% +$70.4K 0.15% 108
2021
Q1 		$327K Buy
+8,430
New +$330K 0.13% 124

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

Raab & Moskowitz Asset Management's DNL Position: Q1 2026 in Review

Raab & Moskowitz Asset Management increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 7% in Q1 2026, buying an estimated $31.9K and bringing the position to 11,400 shares worth $460K. The position accounts for 0.1% of the portfolio, ranked #137.

Raab & Moskowitz Asset Management first reported a position in DNL in Q1 2021 and has held it in 21 quarters since. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Raab & Moskowitz Asset Management held 11,400 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $460K as of Q1 2026.
  • Raab & Moskowitz Asset Management bought 750 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $31.9K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.1% of Raab & Moskowitz Asset Management's portfolio in Q1 2026, its #137 holding.
  • Raab & Moskowitz Asset Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2021 and has held it in 21 quarters since.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Raab & Moskowitz Asset Management's 13F filing for Q1 2026, filed 21 May 2026.