Summit Investment Advisory Services’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

Summit Investment Advisory Services’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	$218K	Buy	+4,731	New	+$210K	0.05%	84
2024 Q4	–	Sell	-5,259	Closed	-$207K	–	71
2024 Q3	$207K	Buy	+5,259	New	+$205K	0.11%	65
2024 Q2	–	Sell	-5,295	Closed	-$206K	–	51
2024 Q1	$206K	Sell	5,295 -193	-4%	-$7.21K	0.12%	64
2023 Q4	$203K	Buy	+5,488	New	+$189K	0.13%	60
2023 Q1	–	Sell	-6,883	Closed	-$222K	–	54
2022 Q4	$222K	Buy	+6,883	New	+$212K	0.27%	45

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

Summit Investment Advisory Services's DNL Position: Q2 2026 in Review

Summit Investment Advisory Services opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2026: 4,731 shares worth $218K. The stake represents 0.05% of the portfolio and ranks #84 among its holdings. This is a return to the name: Summit Investment Advisory Services previously reported a position in DNL as recently as Q3 2024.

Summit Investment Advisory Services first reported a position in DNL in Q4 2022 and has held it in 5 quarters since. The position peaked at $222K in Q4 2022. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Summit Investment Advisory Services held 4,731 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $218K as of Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund was a new Summit Investment Advisory Services position in Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.05% of Summit Investment Advisory Services's portfolio in Q2 2026, its #84 holding.
Summit Investment Advisory Services first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2022 and has held it in 5 quarters since.
Summit Investment Advisory Services's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $222K in Q4 2022.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.