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WealthPlan Investment Management’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

WealthPlan Investment Management’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 		$608K Sell
15,049
-8,640
-36% -$367K 0.03% 279
2025
Q4 		$976K Sell
23,689
-13,240
-36% -$542K 0.06% 205
2025
Q3 		$1.5M Sell
36,929
-230
-0.6% -$9.16K 0.1% 152
2025
Q2 		$1.5M Buy
37,159
+12,066
+48% +$453K 0.11% 150
2025
Q1 		$895K Buy
25,093
+1,138
+5% +$42.1K 0.09% 138
2024
Q4 		$862K Buy
23,955
+1,287
+6% +$48.4K 0.09% 135
2024
Q3 		$893K Buy
22,668
+321
+1% +$12.5K 0.09% 134
2024
Q2 		$873K Buy
22,347
+922
+4% +$35.8K 0.13% 104
2024
Q1 		$833K Sell
21,425
-495
-2% -$18.5K 0.13% 103
2023
Q4 		$811K Buy
21,920
+1,213
+6% +$41.8K 0.13% 106
2023
Q3 		$693K Buy
20,707
+12,215
+144% +$431K 0.12% 104
2023
Q2 		$304K Sell
8,492
-10,375
-55% -$370K 0.09% 114
2023
Q1 		$669K Sell
18,867
-2,995
-14% -$104K 0.12% 105
2022
Q4 		$771K Buy
21,862
+1,812
+9% +$55.9K 0.05% 201
2022
Q3 		$660K Buy
+20,050
New +$630K 0.05% 204
2022
Q1 		$598K Buy
+16,679
New +$676K 0.04% 229

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

WealthPlan Investment Management's DNL Position: Q1 2026 in Review

WealthPlan Investment Management reduced its WisdomTree Global ex-U.S. Quality Growth Fund (DNL) stake by 36% in Q1 2026, selling an estimated $367K and leaving 15,049 shares worth $608K. The position accounts for 0.03% of the portfolio, ranked #279.

WealthPlan Investment Management first reported a position in DNL in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.5M in Q2 2025. 96 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • WealthPlan Investment Management held 15,049 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $608K as of Q1 2026.
  • WealthPlan Investment Management sold 8,640 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q1 2026, an estimated $367K.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.03% of WealthPlan Investment Management's portfolio in Q1 2026, its #279 holding.
  • WealthPlan Investment Management first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $1.5M in Q2 2025.
  • 96 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.