SageView Advisory Group’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

SageView Advisory Group’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	$247K	Hold	5,985	–	–	0.01%	532
2025 Q3	$242K	Hold	5,985	–	–	0.01%	577
2025 Q2	$238K	Hold	5,985	–	–	0.01%	556
2025 Q1	$214K	Hold	5,985	–	–	0.01%	562
2024 Q4	$215K	Hold	5,985	–	–	0.01%	553
2024 Q3	$236K	Hold	5,985	–	–	0.01%	457
2024 Q2	$234K	Buy	+5,985	New	+$232K	0.01%	503
2024 Q1	–	Sell	-5,917	Closed	-$218K	–	568
2023 Q4	$218K	Buy	+5,917	New	+$204K	0.01%	594
2023 Q1	–	Sell	-11,609	Closed	-$374K	–	463
2022 Q4	$374K	Buy	+11,609	New	+$358K	0.03%	286

Other funds holding DNL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 1-Year Est. Return

KFI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SageView Advisory Group's DNL Position: Q4 2025 in Review

SageView Advisory Group held its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) position steady in Q4 2025 at 5,985 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #532.

SageView Advisory Group first reported a position in DNL in Q4 2022 and has held it in 9 quarters since. The position peaked at $374K in Q4 2022. 98 funds tracked by Wall St. Rank hold DNL as of Q4 2025.

SageView Advisory Group held 5,985 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $247K as of Q4 2025.
SageView Advisory Group left its WisdomTree Global ex-U.S. Quality Growth Fund share count unchanged in Q4 2025.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.01% of SageView Advisory Group's portfolio in Q4 2025, its #532 holding.
SageView Advisory Group first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2022 and has held it in 9 quarters since.
SageView Advisory Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $374K in Q4 2022.
98 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.