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

Rossby Financial’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
Q2 		– Sell
-202
Closed -$8.29K – 2193
2026
Q1 		$8.29K Buy
+202
New +$8.58K ﹤0.01% 1330

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Rossby Financial's DNL Position: Q2 2026 in Review

Rossby Financial sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2026, closing a stake of 202 shares — an estimated $8.29K sold.

Rossby Financial first reported a position in DNL in Q1 2026 and held it in 1 quarter. The position peaked at $8.29K in Q1 2026. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Rossby Financial reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2026 after selling out during the quarter.
  • Rossby Financial sold 202 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $8.29K.
  • Rossby Financial first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2026 and held it in 1 quarter.
  • Rossby Financial's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $8.29K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.