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

American Portfolios 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
2020 Q4	–	Sell	-500	Closed	-$13.8K	–	3005
2020 Q3	$13.8K	Hold	500	–	–	﹤0.01%	1851
2020 Q2	$13.1K	Hold	500	–	–	﹤0.01%	1817
2020 Q1	$11.6K	Hold	500	–	–	﹤0.01%	1748
2019 Q4	$16.5K	Hold	500	–	–	﹤0.01%	1802
2019 Q3	$15K	Hold	500	–	–	﹤0.01%	1785
2019 Q2	$14.8K	Hold	500	–	–	﹤0.01%	1774
2019 Q1	$15.1K	Hold	500	–	–	﹤0.01%	1679
2018 Q4	$13.7K	Hold	500	–	–	﹤0.01%	1517
2018 Q3	$16.1K	Hold	500	–	–	﹤0.01%	1567
2018 Q2	$15.9K	Hold	500	–	–	﹤0.01%	1543
2018 Q1	$16.4K	Hold	500	–	–	﹤0.01%	1450
2017 Q4	$16.8K	Buy	+500	New	+$16.3K	﹤0.01%	1388

Other funds holding DDLS

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TWM

Tradition Wealth Management Edina, Minnesota $1.64B AUM 26.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

American Portfolios Advisors's DDLS Position: Q4 2020 in Review

American Portfolios Advisors sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q4 2020, closing a stake of 500 shares — an estimated $13.8K sold.

American Portfolios Advisors first reported a position in DDLS in Q4 2017 and held it in 12 quarters. The position peaked at $16.8K in Q4 2017. 11 funds tracked by Wall St. Rank hold DDLS as of Q4 2020.

American Portfolios Advisors reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q4 2020 after selling out during the quarter.
American Portfolios Advisors sold 500 WisdomTree Dynamic International SmallCap Equity Fund shares in Q4 2020, an estimated $13.8K.
American Portfolios Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2017 and held it in 12 quarters.
American Portfolios Advisors's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $16.8K in Q4 2017.
11 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q4 2020.

Based on American Portfolios Advisors's 13F filing for Q4 2020, filed 22 Mar 2023.