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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Revolve Wealth Partners's DNL Position: Q3 2025 in Review

Revolve Wealth Partners sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q3 2025, closing a stake of 5,987 shares — an estimated $241K sold.

Revolve Wealth Partners first reported a position in DNL in Q4 2022 and held it in 6 quarters. The position peaked at $288K in Q2 2023. 99 funds tracked by Wall St. Rank hold DNL as of Q3 2025.

Revolve Wealth Partners reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q3 2025 after selling out during the quarter.
Revolve Wealth Partners sold 5,987 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2025, an estimated $241K.
Revolve Wealth Partners first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2022 and held it in 6 quarters.
Revolve Wealth Partners's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $288K in Q2 2023.
99 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2025.

Based on Revolve Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.