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

Sowa Financial 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
2026 Q2	$814K	Buy	17,617 +9	+0.1%	+$399	0.38%	18
2026 Q1	$711K	Buy	17,608 +702	+4%	+$29.8K	0.35%	21
2025 Q4	$697K	Buy	16,906 +9	+0.1%	+$368	0.36%	20
2025 Q3	$684K	Buy	16,897 +7	+0%	+$279	0.38%	19
2025 Q2	$680K	Buy	16,890 +2,634	+18%	+$98.9K	0.42%	21
2025 Q1	$509K	Buy	14,256 +1,201	+9%	+$44.4K	0.33%	24
2024 Q4	$470K	Buy	+13,055	New	+$491K	0.29%	28

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

Sowa Financial Group's DNL Position: Q2 2026 in Review

Sowa Financial Group increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.05% in Q2 2026, buying an estimated $399 and bringing the position to 17,617 shares worth $814K. The position accounts for 0.38% of the portfolio, ranked #18.

Sowa Financial Group first reported a position in DNL in Q4 2024 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Sowa Financial Group held 17,617 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $814K as of Q2 2026.
Sowa Financial Group bought 9 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $399.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.38% of Sowa Financial Group's portfolio in Q2 2026, its #18 holding.
Sowa Financial Group first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2024 and has held it in 7 quarters since.
101 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.