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

WealthPLAN Partners’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
-6,308
Closed -$225K – 258
2025
Q1 		$225K Sell
6,308
-636
-9% -$23.5K 0.03% 239
2024
Q4 		$250K Sell
6,944
-985
-12% -$37.1K 0.04% 223
2024
Q3 		$312K Buy
7,929
+1,836
+30% +$71.7K 0.04% 225
2024
Q2 		$238K Buy
6,093
+291
+5% +$11.3K 0.03% 278
2024
Q1 		$226K Buy
+5,802
New +$217K 0.02% 288
2023
Q3 		– Sell
-3,115
Closed -$112K – 502
2023
Q2 		$112K Sell
3,115
-2,230
-42% -$79.4K 0.02% 377
2023
Q1 		$190K Sell
5,345
-16,590
-76% -$574K 0.02% 313
2022
Q4 		$774K Buy
+21,935
New +$676K 0.05% 200
2022
Q1 		$598K Buy
16,679
+1,695
+11% +$68.7K 0.04% 229
2021
Q4 		$617K Buy
14,984
+612
+4% +$25.8K 0.04% 231
2021
Q3 		$615K Sell
14,372
-2,667
-16% -$113K 0.04% 224
2021
Q2 		$729K Sell
17,039
-211
-1% -$8.64K 0.05% 192
2021
Q1 		$690K Sell
17,250
-60
-0.3% -$2.35K 0.05% 186
2020
Q4 		$679K Sell
17,310
-2,756
-14% -$97.6K 0.06% 176
2020
Q3 		$698K Sell
20,066
-1,744
-8% -$58K 0.07% 159
2020
Q2 		$734K Buy
+21,810
New +$646K 0.08% 143

Other funds holding DNL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $21.8B AUM 28.57% 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

WealthPLAN Partners's DNL Position: Q2 2025 in Review

WealthPLAN Partners sold out of WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q2 2025, closing a stake of 6,308 shares — an estimated $225K sold.

WealthPLAN Partners first reported a position in DNL in Q2 2020 and held it in 16 quarters. The position peaked at $774K in Q4 2022. 102 funds tracked by Wall St. Rank hold DNL as of Q2 2025.

  • WealthPLAN Partners reported no remaining WisdomTree Global ex-U.S. Quality Growth Fund position as of Q2 2025 after selling out during the quarter.
  • WealthPLAN Partners sold 6,308 WisdomTree Global ex-U.S. Quality Growth Fund shares in Q2 2025, an estimated $225K.
  • WealthPLAN Partners first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q2 2020 and held it in 16 quarters.
  • WealthPLAN Partners's WisdomTree Global ex-U.S. Quality Growth Fund position peaked at $774K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q2 2025.

Based on WealthPLAN Partners's 13F filing for Q2 2025, filed 28 Jul 2025.