AWM
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AE Wealth Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

AE Wealth Management’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
2026
Q1 		$11M Buy
252,313
+60,493
+32% +$2.7M 0.06% 284
2025
Q4 		$8.24M Buy
191,820
+69,997
+57% +$2.94M 0.05% 315
2025
Q3 		$5.11M Buy
121,823
+17,267
+17% +$711K 0.03% 358
2025
Q2 		$4.13M Buy
104,556
+13,806
+15% +$514K 0.03% 383
2025
Q1 		$3.21M Sell
90,750
-20,015
-18% -$709K 0.03% 430
2024
Q4 		$3.87M Buy
110,765
+1,684
+2% +$59.2K 0.03% 390
2024
Q3 		$3.99M Sell
109,081
-38,857
-26% -$1.37M 0.04% 375
2024
Q2 		$5.08M Buy
147,938
+9,826
+7% +$339K 0.05% 321
2024
Q1 		$4.74M Buy
138,112
+5,019
+4% +$166K 0.05% 309
2023
Q4 		$4.36M Buy
133,093
+19,737
+17% +$610K 0.02% 642
2023
Q3 		$3.47M Buy
113,356
+22,517
+25% +$707K 0.02% 660
2023
Q2 		$2.85M Buy
90,839
+22,023
+32% +$700K 0.02% 721
2023
Q1 		$2.17M Buy
68,816
+9,589
+16% +$304K 0.01% 765
2022
Q4 		$1.77M Sell
59,227
-5,105
-8% -$151K 0.01% 790
2022
Q3 		$1.8M Sell
64,332
-18,296
-22% -$560K 0.01% 734
2022
Q2 		$2.49M Buy
82,628
+1,729
+2% +$55.6K 0.02% 594
2022
Q1 		$2.7M Sell
80,899
-963
-1% -$32.6K 0.02% 621
2021
Q4 		$2.88M Buy
81,862
+3,303
+4% +$115K 0.02% 585
2021
Q3 		$2.73M Buy
78,559
+13,056
+20% +$462K 0.02% 541
2021
Q2 		$2.26M Buy
65,503
+13,893
+27% +$482K 0.02% 603
2021
Q1 		$1.74M Buy
51,610
+19,264
+60% +$623K 0.02% 609
2020
Q4 		$998K Buy
32,346
+4,571
+16% +$133K 0.01% 711
2020
Q3 		$769K Buy
27,775
+2,352
+9% +$64.2K 0.01% 709
2020
Q2 		$665K Buy
25,423
+4,743
+23% +$119K 0.01% 756
2020
Q1 		$478K Buy
20,680
+1,810
+10% +$53K 0.01% 700
2019
Q4 		$621K Buy
18,870
+10,646
+129% +$335K 0.01% 664
2019
Q3 		$246K Buy
+8,224
New +$242K 0.01% 855

Other funds holding DDLS

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's DDLS Position: Q1 2026 in Review

AE Wealth Management increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 32% in Q1 2026, buying an estimated $2.7M and bringing the position to 252,313 shares worth $11M. The position accounts for 0.06% of the portfolio, ranked #284.

AE Wealth Management first reported a position in DDLS in Q3 2019 and has held it in 27 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • AE Wealth Management held 252,313 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $11M as of Q1 2026.
  • AE Wealth Management bought 60,493 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $2.7M.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.06% of AE Wealth Management's portfolio in Q1 2026, its #284 holding.
  • AE Wealth Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2019 and has held it in 27 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.