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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
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

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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
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
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

United Advisor Group's DNL Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 0.4% in Q2 2026, buying an estimated $2.04K and bringing the position to 11,478 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #305.

United Advisor Group first reported a position in DNL in Q1 2024 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • United Advisor Group held 11,478 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $530K as of Q2 2026.
  • United Advisor Group bought 46 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $2.04K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.06% of United Advisor Group's portfolio in Q2 2026, its #305 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 10 quarters since.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.