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

VestGen 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 		$266K Buy
6,034
+176
+3% +$7.48K 0.01% 886
2025
Q4 		$241K Buy
+5,858
New +$240K 0.01% 664

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
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 $562M AUM 17.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

VestGen Advisors's DNL Position: Q1 2026 in Review

VestGen Advisors increased its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 3% in Q1 2026, buying an estimated $7.48K and bringing the position to 6,034 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #886.

VestGen Advisors first reported a position in DNL in Q4 2025 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • VestGen Advisors held 6,034 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $266K as of Q1 2026.
  • VestGen Advisors bought 176 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $7.48K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #886 holding.
  • VestGen Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2025 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.