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ShoreHaven Wealth Partners’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

ShoreHaven Wealth Partners’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 		$8.13M Buy
176,021
+2,655
+2% +$118K 2.56% 7
2026
Q1 		$7M Buy
173,366
+6,989
+4% +$297K 2.51% 10
2025
Q4 		$6.86M Buy
166,377
+3,889
+2% +$159K 2.46% 11
2025
Q3 		$6.58M Sell
162,488
-54,267
-25% -$2.16M 2.43% 12
2025
Q2 		$8.73M Buy
216,755
+10,628
+5% +$399K 3.58% 7
2025
Q1 		$7.35M Sell
206,127
-69,627
-25% -$2.58M 3.52% 6
2024
Q4 		$9.92M Buy
275,754
+64,467
+31% +$2.43M 4.69% 5
2024
Q3 		$8.32M Buy
211,287
+25,174
+14% +$983K 4.01% 7
2024
Q2 		$7.27M Buy
186,113
+72,007
+63% +$2.8M 3.82% 7
2024
Q1 		$4.44M Sell
114,106
-39,752
-26% -$1.48M 2.44% 12
2023
Q4 		$5.69M Sell
153,858
-33,764
-18% -$1.16M 3.46% 5
2023
Q3 		$6.28M Sell
187,622
-25,604
-12% -$902K 4.32% 4
2023
Q2 		$7.64M Buy
213,226
+4,633
+2% +$165K 5.11% 4
2023
Q1 		$7.4M Buy
208,593
+43,292
+26% +$1.5M 5.19% 4
2022
Q4 		$5.33M Sell
165,301
-5,274
-3% -$163K 3.75% 5
2022
Q3 		$4.69M Buy
170,575
+40,393
+31% +$1.27M 3.58% 6
2022
Q2 		$4.13M Sell
130,182
-91,241
-41% -$3.25M 2.96% 7
2022
Q1 		$8.79M Buy
221,423
+142,966
+182% +$5.8M 4.64% 4
2021
Q4 		$3.42M Buy
78,457
+27
+0% +$1.14K 1.69% 20
2021
Q3 		$3.17M Sell
78,430
-3,679
-4% -$156K 1.65% 20
2021
Q2 		$3.42M Buy
82,109
+601
+0.7% +$24.6K 1.84% 19
2021
Q1 		$3.16M Buy
81,508
+1,776
+2% +$69.6K 1.71% 21
2020
Q4 		$3.04M Buy
+79,732
New +$2.82M 1.7% 22

Other funds holding DNL

BCG
Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return
CWM
Cherrydale Wealth Management Hoboken, New Jersey $382M AUM 25.14% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $221M AUM 48.25% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

ShoreHaven Wealth Partners's DNL Position: Q2 2026 in Review

ShoreHaven Wealth Partners increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 1.5% in Q2 2026, buying an estimated $118K and bringing the position to 176,021 shares worth $8.13M. The position accounts for 2.56% of the portfolio, ranked #7.

ShoreHaven Wealth Partners first reported a position in DNL in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.92M in Q4 2024. 7 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • ShoreHaven Wealth Partners held 176,021 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $8.13M as of Q2 2026.
  • ShoreHaven Wealth Partners bought 2,655 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $118K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 2.56% of ShoreHaven Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • ShoreHaven Wealth Partners first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2020 and has held it in 23 quarters since.
  • ShoreHaven Wealth Partners's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $9.92M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.