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

RMR Wealth Builders’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
Q4 		– Sell
-6,281
Closed -$254K – 278
2025
Q3 		$254K Sell
6,281
-58
-0.9% -$2.31K 0.02% 246
2025
Q2 		$255K Sell
6,339
-8
-0.1% -$300 0.02% 249
2025
Q1 		$226K Sell
6,347
-197
-3% -$7.29K 0.02% 235
2024
Q4 		$235K Buy
+6,544
New +$246K 0.02% 233

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RMR Wealth Builders's DNL Position: Q4 2025 in Review

RMR Wealth Builders sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q4 2025, closing a stake of 6,281 shares — an estimated $254K sold.

RMR Wealth Builders first reported a position in DNL in Q4 2024 and held it in 4 quarters. The position peaked at $255K in Q2 2025. 98 funds tracked by Wall St. Rank hold DNL as of Q4 2025.

  • RMR Wealth Builders reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q4 2025 after selling out during the quarter.
  • RMR Wealth Builders sold 6,281 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q4 2025, an estimated $254K.
  • RMR Wealth Builders first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2024 and held it in 4 quarters.
  • RMR Wealth Builders's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $255K in Q2 2025.
  • 98 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2025.

Based on RMR Wealth Builders's 13F filing for Q4 2025, filed 29 Jan 2026.