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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
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.13M Buy
104,556
+13,806
+15% +$545K 0.03% 383
2025
Q1 		$3.21M Sell
90,750
-20,015
-18% -$708K 0.03% 430
2024
Q4 		$3.87M Buy
110,765
+1,684
+2% +$58.9K 0.03% 390
2024
Q3 		$3.99M Sell
109,081
-38,857
-26% -$1.42M 0.04% 375
2024
Q2 		$5.08M Buy
147,938
+9,826
+7% +$338K 0.05% 321
2024
Q1 		$4.74M Buy
138,112
+5,019
+4% +$172K 0.05% 309
2023
Q4 		$4.36M Buy
133,093
+19,737
+17% +$647K 0.02% 642
2023
Q3 		$3.47M Buy
113,356
+22,517
+25% +$689K 0.02% 659
2023
Q2 		$2.85M Buy
90,839
+22,023
+32% +$691K 0.02% 720
2023
Q1 		$2.17M Buy
68,816
+9,589
+16% +$303K 0.01% 763
2022
Q4 		$1.77M Sell
59,227
-5,105
-8% -$153K 0.01% 789
2022
Q3 		$1.81M Sell
64,332
-18,296
-22% -$513K 0.01% 732
2022
Q2 		$2.49M Buy
82,628
+1,729
+2% +$52.1K 0.02% 594
2022
Q1 		$2.7M Sell
80,899
-963
-1% -$32.2K 0.02% 620
2021
Q4 		$2.88M Buy
81,862
+3,303
+4% +$116K 0.02% 585
2021
Q3 		$2.73M Buy
78,559
+13,056
+20% +$454K 0.02% 540
2021
Q2 		$2.26M Buy
65,503
+13,893
+27% +$479K 0.02% 602
2021
Q1 		$1.74M Buy
51,610
+19,264
+60% +$648K 0.02% 607
2020
Q4 		$998K Buy
32,346
+4,571
+16% +$141K 0.01% 709
2020
Q3 		$769K Buy
27,775
+2,352
+9% +$65.1K 0.01% 707
2020
Q2 		$665K Buy
25,423
+4,743
+23% +$124K 0.01% 753
2020
Q1 		$478K Buy
20,680
+1,810
+10% +$41.8K 0.01% 696
2019
Q4 		$621K Buy
18,870
+10,646
+129% +$350K 0.01% 663
2019
Q3 		$246K Buy
+8,224
New +$246K 0.01% 855