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BOLTON SECURITIES CORPORATION’s WisdomTree Global ex-U.S. Quality Growth Fund DNL Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.33M Buy
+32,873
New +$1.4M 0.06% 320
2025
Q3 		$1.29M Buy
+31,906
New +$1.27M 0.06% 320
2025
Q1 		$1M Buy
+28,128
New +$1.04M 0.06% 339

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Key Financial Inc
Key Financial Inc West Chester, Pennsylvania $614M AUM 14.43% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DNL Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree Global ex-U.S. Quality Growth Fund (DNL) in Q1 2026: 32,873 shares worth $1.33M. The stake represents 0.06% of the portfolio and ranks #320 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DNL as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in DNL in Q1 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold DNL as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 32,873 shares of WisdomTree Global ex-U.S. Quality Growth Fund worth $1.33M as of Q1 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • WisdomTree Global ex-U.S. Quality Growth Fund made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #320 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree Global ex-U.S. Quality Growth Fund in Q1 2025 and has held it in 3 quarters since.
  • 99 funds tracked by Wall St. Rank held WisdomTree Global ex-U.S. Quality Growth Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.