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

Tucker Asset 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 Q2	$300K	Buy	+6,489	New	+$287K	0.07%	126
2026 Q1	–	Sell	-1,395	Closed	-$57.5K	–	542
2025 Q4	$57.5K	Buy	+1,395	New	+$57.1K	0.02%	278
2025 Q1	–	Sell	-1,598	Closed	-$57.5K	–	457
2024 Q4	$57.5K	Sell	1,598 -6	-0.4%	-$226	0.01%	347
2024 Q3	$63.2K	Hold	1,604	–	–	0.01%	297
2024 Q2	$62.7K	Buy	1,604 +503	+46%	+$19.5K	0.01%	355
2024 Q1	$42.8K	Buy	+1,101	New	+$41.1K	0.01%	481

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

Tucker Asset Management's DNL Position: Q2 2026 in Review

Tucker Asset Management opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2026: 6,489 shares worth $300K. The stake represents 0.07% of the portfolio and ranks #126 among its holdings. This is a return to the name: Tucker Asset Management previously reported a position in DNL as recently as Q4 2025.

Tucker Asset Management first reported a position in DNL in Q1 2024 and has held it in 6 quarters since. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Tucker Asset Management held 6,489 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $300K as of Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund was a new Tucker Asset Management position in Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.07% of Tucker Asset Management's portfolio in Q2 2026, its #126 holding.
Tucker Asset Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2024 and has held it in 6 quarters since.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.