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

Wealth Watch 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	$2.39M	Buy	+51,756	New	+$2.29M	0.78%	25
2026 Q1	–	Sell	-71,071	Closed	-$2.93M	–	324
2025 Q4	$2.93M	Sell	71,071 -1,003	-1%	-$41K	1.09%	19
2025 Q3	$2.92M	Buy	72,074 +1,118	+2%	+$44.5K	1.2%	16
2025 Q2	$2.86M	Buy	+70,956	New	+$2.67M	1.65%	10
2025 Q1	–	Sell	-75,456	Closed	-$2.71M	–	69
2024 Q4	$2.71M	Buy	+75,456	New	+$2.84M	1.69%	11

Other funds holding DNL

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Wealth Watch Advisors's DNL Position: Q2 2026 in Review

Wealth Watch Advisors opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2026: 51,756 shares worth $2.39M. The stake represents 0.78% of the portfolio and ranks #25 among its holdings. This is a return to the name: Wealth Watch Advisors previously reported a position in DNL as recently as Q4 2025.

Wealth Watch Advisors first reported a position in DNL in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.93M in Q4 2025. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2026.

Wealth Watch Advisors held 51,756 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $2.39M as of Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund was a new Wealth Watch Advisors position in Q2 2026.
WisdomTree Global ex-U.S. Quality Growth Fund made up 0.78% of Wealth Watch Advisors's portfolio in Q2 2026, its #25 holding.
Wealth Watch Advisors first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q4 2024 and has held it in 5 quarters since.
Wealth Watch Advisors's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $2.93M in Q4 2025.
102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2026.

Based on Wealth Watch Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.