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

Tectonic Advisors’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 		– Sell
-24,008
Closed -$990K – 284
2025
Q4 		$990K Hold
24,008
– – 0.05% 168
2025
Q3 		$972K Hold
24,008
– – 0.05% 173
2025
Q2 		$967K Buy
24,008
+196
+0.8% +$7.36K 0.06% 172
2025
Q1 		$849K Sell
23,812
-7,350
-24% -$272K 0.05% 176
2024
Q4 		$1.12M Buy
31,162
+116
+0.4% +$4.37K 0.07% 143
2024
Q3 		$1.22M Buy
31,046
+120
+0.4% +$4.69K 0.08% 136
2024
Q2 		$1.21M Buy
30,926
+223
+0.7% +$8.66K 0.09% 126
2024
Q1 		$1.19M Buy
30,703
+130
+0.4% +$4.85K 0.09% 125
2023
Q4 		$1.13M Buy
30,573
+86
+0.3% +$2.96K 0.09% 120
2023
Q3 		$1.02M Buy
30,487
+103
+0.3% +$3.63K 0.1% 115
2023
Q2 		$1.09M Buy
30,384
+248
+0.8% +$8.84K 0.13% 101
2023
Q1 		$1.07M Buy
30,136
+136
+0.5% +$4.7K 0.15% 101
2022
Q4 		$967K Hold
30,000
– – 0.15% 100
2022
Q3 		$825K Hold
30,000
– – 0.15% 101
2022
Q2 		$951K Buy
+30,000
New +$1.07M 0.17% 94

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Tectonic Advisors's DNL Position: Q1 2026 in Review

Tectonic Advisors sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2026, closing a stake of 24,008 shares — an estimated $990K sold.

Tectonic Advisors first reported a position in DNL in Q2 2022 and held it in 15 quarters. The position peaked at $1.22M in Q3 2024. 98 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • Tectonic Advisors reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q1 2026 after selling out during the quarter.
  • Tectonic Advisors sold 24,008 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $990K.
  • Tectonic Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2022 and held it in 15 quarters.
  • Tectonic Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.22M in Q3 2024.
  • 98 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on Tectonic Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.