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TD Capital Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

TD Capital Management’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
Q1 		$357K Sell
8,855
-2
-0% -$85 0.03% 96
2025
Q4 		$365K Buy
8,857
+615
+7% +$25.2K 0.03% 89
2025
Q3 		$334K Sell
8,242
-3,109
-27% -$124K 0.03% 95
2025
Q2 		$457K Buy
11,351
+80
+0.7% +$3K 0.04% 80
2025
Q1 		$402K Sell
11,271
-33
-0.3% -$1.22K 0.04% 77
2024
Q4 		$407K Buy
11,304
+629
+6% +$23.7K 0.04% 76
2024
Q3 		$421K Buy
10,675
+103
+1% +$4.02K 0.04% 73
2024
Q2 		$413K Buy
10,572
+315
+3% +$12.2K 0.04% 72
2024
Q1 		$399K Sell
10,257
-6,114
-37% -$228K 0.04% 70
2023
Q4 		$606K Buy
16,371
+1,486
+10% +$51.2K 0.07% 60
2023
Q3 		$498K Buy
14,885
+2,908
+24% +$102K 0.06% 61
2023
Q2 		$429K Sell
11,977
-1,907
-14% -$67.9K 0.05% 66
2023
Q1 		$492K Sell
13,884
-238
-2% -$8.23K 0.06% 59
2022
Q4 		$455K Buy
14,122
+54
+0.4% +$1.67K 0.06% 56
2022
Q3 		$387K Buy
14,068
+202
+1% +$6.35K 0.05% 63
2022
Q2 		$439K Buy
13,866
+650
+5% +$23.2K 0.06% 57
2022
Q1 		$525K Buy
13,216
+169
+1% +$6.85K 0.06% 56
2021
Q4 		$568K Buy
13,047
+25
+0.2% +$1.05K 0.06% 52
2021
Q3 		$527K Buy
13,022
+4,853
+59% +$206K 0.06% 51
2021
Q2 		$340K Buy
8,169
+301
+4% +$12.3K 0.04% 59
2021
Q1 		$305K Buy
7,868
+1,294
+20% +$50.7K 0.04% 56
2020
Q4 		$250K Buy
6,574
+3,604
+121% +$128K 0.03% 56
2020
Q3 		$99K Buy
+2,970
New +$98.8K 0.01% 80

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

TD Capital Management's DNL Position: Q1 2026 in Review

TD Capital Management reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.02% in Q1 2026, selling an estimated $85 and leaving 8,855 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #96.

TD Capital Management first reported a position in DNL in Q3 2020 and has held it in 23 quarters since. The position peaked at $606K in Q4 2023. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • TD Capital Management held 8,855 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $357K as of Q1 2026.
  • TD Capital Management sold 2 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $85.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.03% of TD Capital Management's portfolio in Q1 2026, its #96 holding.
  • TD Capital Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q3 2020 and has held it in 23 quarters since.
  • TD Capital Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $606K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.