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

Stifel Financial’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 		$870K Buy
18,851
+307
+2% +$13.6K ﹤0.01% 2642
2026
Q1 		$749K Buy
18,544
+1,331
+8% +$56.5K ﹤0.01% 2624
2025
Q4 		$709K Buy
17,213
+989
+6% +$40.5K ﹤0.01% 2662
2025
Q3 		$657K Sell
16,224
-61,471
-79% -$2.45M ﹤0.01% 2649
2025
Q2 		$3.13M Buy
77,695
+774
+1% +$29.1K ﹤0.01% 1524
2025
Q1 		$2.74M Buy
76,921
+1,962
+3% +$72.6K ﹤0.01% 1536
2024
Q4 		$2.7M Buy
74,959
+2,860
+4% +$108K ﹤0.01% 1584
2024
Q3 		$2.84M Buy
72,099
+4,604
+7% +$180K ﹤0.01% 1553
2024
Q2 		$2.64M Buy
67,495
+29,055
+76% +$1.13M ﹤0.01% 1540
2024
Q1 		$1.49M Sell
38,440
-868
-2% -$32.4K ﹤0.01% 1932
2023
Q4 		$1.45M Sell
39,308
-19,725
-33% -$679K ﹤0.01% 1889
2023
Q3 		$1.97M Buy
59,033
+446
+0.8% +$15.7K ﹤0.01% 1603
2023
Q2 		$2.1M Buy
58,587
+12,700
+28% +$452K ﹤0.01% 1588
2023
Q1 		$1.63M Buy
+45,887
New +$1.59M ﹤0.01% 1716

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Stifel Financial's DNL Position: Q2 2026 in Review

Stifel Financial increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 1.7% in Q2 2026, buying an estimated $13.6K and bringing the position to 18,851 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #2642.

Stifel Financial first reported a position in DNL in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.13M in Q2 2025. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • Stifel Financial held 18,851 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $870K as of Q2 2026.
  • Stifel Financial bought 307 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $13.6K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2642 holding.
  • Stifel Financial first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2023 and has held it in 14 quarters since.
  • Stifel Financial's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $3.13M in Q2 2025.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.