VA
DNL icon

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
Q2 		$261K Sell
5,658
-376
-6% -$16.7K 0.01% 908
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 $1.89T 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

VestGen Advisors's DNL Position: Q2 2026 in Review

VestGen Advisors reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 6.2% in Q2 2026, selling an estimated $16.7K and leaving 5,658 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #908.

VestGen Advisors first reported a position in DNL in Q4 2025 and has held it in 3 quarters since. The position peaked at $266K in Q1 2026. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

  • VestGen Advisors held 5,658 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $261K as of Q2 2026.
  • VestGen Advisors sold 376 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2026, an estimated $16.7K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #908 holding.
  • VestGen Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2025 and has held it in 3 quarters since.
  • VestGen Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $266K in Q1 2026.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.