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Revolve Wealth Partners’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Revolve Wealth Partners’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
-5,987
Closed -$241K – 241
2025
Q2 		$241K Sell
5,987
-297
-5% -$11.2K 0.03% 197
2025
Q1 		$224K Buy
+6,284
New +$233K 0.03% 204
2023
Q4 		– Sell
-8,194
Closed -$274K – 164
2023
Q3 		$274K Buy
8,194
+145
+2% +$5.11K 0.06% 119
2023
Q2 		$288K Buy
8,049
+235
+3% +$8.37K 0.07% 112
2023
Q1 		$277K Buy
7,814
+71
+0.9% +$2.46K 0.07% 116
2022
Q4 		$250K Buy
+7,743
New +$239K 0.07% 122

Other funds holding DNL

Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $564B 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 $528B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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