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Runnymede Capital Advisors’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Runnymede Capital Advisors’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
Q2 		– Sell
-710
Closed -$25.3K – 116
2025
Q1 		$25.3K Hold
710
– – 0.02% 169
2024
Q4 		$25.5K Buy
+710
New +$26.7K 0.02% 165

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Runnymede Capital Advisors's DNL Position: Q2 2025 in Review

Runnymede Capital Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2025, closing a stake of 710 shares — an estimated $25.3K sold.

Runnymede Capital Advisors first reported a position in DNL in Q4 2024 and held it in 2 quarters. The position peaked at $25.5K in Q4 2024. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2025.

  • Runnymede Capital Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Runnymede Capital Advisors sold 710 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2025, an estimated $25.3K.
  • Runnymede Capital Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2024 and held it in 2 quarters.
  • Runnymede Capital Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $25.5K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2025.

Based on Runnymede Capital Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.