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 Q2	$1.31M	Sell	29,356 -22	-0.1%	-$975	0.17%	55
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 New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sentinel Pension Advisors's DNL Position: Q2 2026 in Review

Sentinel Pension Advisors reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.07% in Q2 2026, selling an estimated $975 and leaving 29,356 shares worth $1.31M. The position accounts for 0.17% of the portfolio, ranked #55.

Sentinel Pension Advisors first reported a position in DNL in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.77M in Q1 2021. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Sentinel Pension Advisors held 29,356 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $1.31M as of Q2 2026.
Sentinel Pension Advisors sold 22 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $975.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.17% of Sentinel Pension Advisors's portfolio in Q2 2026, its #55 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 27 quarters since.
Sentinel Pension Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $7.77M in Q1 2021.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Sentinel Pension Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.