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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
Q3 		$509K Sell
11,403
-75
-0.7% -$3.42K 0.05% 351
2026
Q2 		$530K Buy
11,478
+46
+0.4% +$2.04K 0.06% 305
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
ShoreHaven Wealth Partners
ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Well Done LLC
Well Done LLC Holland, Michigan $732M AUM 14.62% 1-Year Est. Return
Michels Family Financial
Michels Family Financial Fort Worth, Texas $162M AUM 19.35% 1-Year Est. Return
Breakwater Capital Group
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

United Advisor Group's DNL Position: Q3 2026 in Review

United Advisor Group reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.65% in Q3 2026, selling an estimated $3.42K and leaving 11,403 shares worth $509K. The position accounts for 0.05% of the portfolio, ranked #351.

United Advisor Group first reported a position in DNL in Q1 2024 and has held it in 11 quarters since. The position peaked at $530K in Q2 2026. 48 funds tracked by Wall St. Rank hold DNL as of Q3 2026.

  • United Advisor Group held 11,403 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $509K as of Q3 2026.
  • United Advisor Group sold 75 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q3 2026, an estimated $3.42K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.05% of United Advisor Group's portfolio in Q3 2026, its #351 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 11 quarters since.
  • United Advisor Group's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $530K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.