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

Wayfinding Financial’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
2025
Q2 		– Sell
-3,544
Closed -$126K – 292
2025
Q1 		$126K Buy
+3,544
New +$131K 0.06% 189

Other funds holding DNL

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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

Wayfinding Financial's DNL Position: Q2 2025 in Review

Wayfinding Financial sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2025, closing a stake of 3,544 shares — an estimated $126K sold.

Wayfinding Financial first reported a position in DNL in Q1 2025 and held it in 1 quarter. The position peaked at $126K in Q1 2025. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2025.

  • Wayfinding Financial reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
  • Wayfinding Financial sold 3,544 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2025, an estimated $126K.
  • Wayfinding Financial first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2025 and held it in 1 quarter.
  • Wayfinding Financial's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $126K in Q1 2025.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.