United Advisor Group’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

United Advisor Group’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	$462K	Buy	11,432 +48	+0.4%	+$2.04K	0.06%	307
2025 Q4	$469K	Sell	11,384 -405	-3%	-$16.6K	0.06%	289
2025 Q3	$477K	Buy	11,789 +7	+0.1%	+$279	0.06%	273
2025 Q2	$474K	Sell	11,782 -1,514	-11%	-$56.9K	0.08%	230
2025 Q1	$474K	Buy	13,296 +221	+2%	+$8.18K	0.1%	191
2024 Q4	$470K	Buy	13,075 +1,282	+11%	+$48.2K	0.09%	204
2024 Q3	$465K	Buy	11,793 +325	+3%	+$12.7K	0.11%	202
2024 Q2	$448K	Buy	11,468 +6,308	+122%	+$245K	0.14%	144
2024 Q1	$201K	Buy	+5,160	New	+$193K	0.08%	209

Other funds holding DNL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

United Advisor Group's DNL Position: Q1 2026 in Review

United Advisor Group increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.42% in Q1 2026, buying an estimated $2.04K and bringing the position to 11,432 shares worth $462K. The position accounts for 0.06% of the portfolio, ranked #307.

United Advisor Group first reported a position in DNL in Q1 2024 and has held it in 9 quarters since. The position peaked at $477K in Q3 2025. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

United Advisor Group held 11,432 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $462K as of Q1 2026.
United Advisor Group bought 48 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $2.04K.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.06% of United Advisor Group's portfolio in Q1 2026, its #307 holding.
United Advisor Group first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2024 and has held it in 9 quarters since.
United Advisor Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $477K in Q3 2025.
96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.