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Addison Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Addison Advisors’s Portfolio DDLS Stock Details DDLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-861
Closed -$29.6K – 843
2024
Q2 		$29.6K Buy
+861
New +$29.7K 0.01% 432

Other funds holding DDLS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return

Addison Advisors's DDLS Position: Q3 2024 in Review

Addison Advisors sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q3 2024, closing a stake of 861 shares — an estimated $29.6K sold.

Addison Advisors first reported a position in DDLS in Q2 2024 and held it in 1 quarter. The position peaked at $29.6K in Q2 2024. 29 funds tracked by Wall St. Rank hold DDLS as of Q3 2024.

  • Addison Advisors reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q3 2024 after selling out during the quarter.
  • Addison Advisors sold 861 WisdomTree Dynamic International SmallCap Equity Fund shares in Q3 2024, an estimated $29.6K.
  • Addison Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2024 and held it in 1 quarter.
  • Addison Advisors's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $29.6K in Q2 2024.
  • 29 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2024.

Based on Addison Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.