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

Sentinel Pension 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
2026
Q1 		$1.19M Buy
29,378
+2,583
+10% +$110K 0.18% 54
2025
Q4 		$1.1M Sell
26,795
-5,945
-18% -$243K 0.17% 54
2025
Q3 		$1.33M Sell
32,740
-2,362
-7% -$94K 0.21% 49
2025
Q2 		$1.41M Sell
35,102
-94,589
-73% -$3.55M 0.24% 49
2025
Q1 		$4.63M Buy
129,691
+1,677
+1% +$62.1K 0.85% 22
2024
Q4 		$4.61M Buy
128,014
+9,832
+8% +$370K 0.85% 23
2024
Q3 		$4.66M Buy
118,182
+1,059
+0.9% +$41.4K 0.9% 23
2024
Q2 		$4.58M Sell
117,123
-1,214
-1% -$47.2K 0.95% 22
2024
Q1 		$4.6M Buy
118,337
+39,735
+51% +$1.48M 0.98% 21
2023
Q4 		$2.91M Sell
78,602
-15
-0% -$516 0.69% 25
2023
Q3 		$2.63M Sell
78,617
-2,995
-4% -$106K 0.64% 27
2023
Q2 		$2.92M Buy
81,612
+3,793
+5% +$135K 0.71% 25
2023
Q1 		$2.76M Sell
77,819
-1,537
-2% -$53.1K 0.7% 25
2022
Q4 		$2.56M Buy
79,356
+3,939
+5% +$121K 0.8% 25
2022
Q3 		$2.07M Buy
75,417
+3,516
+5% +$110K 0.72% 27
2022
Q2 		$2.28M Sell
71,901
-577
-0.8% -$20.6K 0.77% 26
2022
Q1 		$2.88M Buy
72,478
+551
+0.8% +$22.3K 0.98% 23
2021
Q4 		$3.13M Buy
71,927
+778
+1% +$32.7K 0.99% 20
2021
Q3 		$2.88M Buy
71,149
+3,697
+5% +$157K 0.98% 19
2021
Q2 		$2.81M Sell
67,452
-199,042
-75% -$8.15M 0.98% 20
2021
Q1 		$7.77M Buy
266,494
+200,288
+303% +$7.84M 2.85% 10
2020
Q4 		$2.52M Buy
66,206
+3,084
+5% +$109K 0.92% 23
2020
Q3 		$2.1M Buy
63,122
+5,482
+10% +$182K 0.81% 28
2020
Q2 		$1.82M Buy
57,640
+436
+0.8% +$12.9K 0.76% 28
2020
Q1 		$1.51M Buy
57,204
+4,636
+9% +$143K 0.74% 28
2019
Q4 		$1.73M Buy
+52,568
New +$1.62M 1.12% 17

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Sentinel Pension Advisors's DNL Position: Q1 2026 in Review

Sentinel Pension Advisors increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 9.6% in Q1 2026, buying an estimated $110K and bringing the position to 29,378 shares worth $1.19M. The position accounts for 0.18% of the portfolio, ranked #54.

Sentinel Pension Advisors first reported a position in DNL in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.77M in Q1 2021. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Sentinel Pension Advisors held 29,378 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $1.19M as of Q1 2026.
  • Sentinel Pension Advisors bought 2,583 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $110K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.18% of Sentinel Pension Advisors's portfolio in Q1 2026, its #54 holding.
  • Sentinel Pension Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2019 and has held it in 26 quarters since.
  • Sentinel Pension Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $7.77M in Q1 2021.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Sentinel Pension Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.