AG
DDLS icon

Advisor Group’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Advisor Group’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
2019
Q4 		– Sell
-567
Closed -$17K – 5331
2019
Q3 		$17K Buy
567
+452
+393% +$13.3K ﹤0.01% 4054
2019
Q2 		$3K Buy
+115
New +$3.49K ﹤0.01% 4849

Other funds holding DDLS

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's DDLS Position: Q4 2019 in Review

Advisor Group sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q4 2019, closing a stake of 567 shares — an estimated $17K sold.

Advisor Group first reported a position in DDLS in Q2 2019 and held it in 2 quarters. The position peaked at $17K in Q3 2019. 10 funds tracked by Wall St. Rank hold DDLS as of Q4 2019.

  • Advisor Group reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 567 WisdomTree Dynamic International SmallCap Equity Fund shares in Q4 2019, an estimated $17K.
  • Advisor Group first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2019 and held it in 2 quarters.
  • Advisor Group's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $17K in Q3 2019.
  • 10 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.