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

Atomi Financial 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
2026 Q1	$266K	Sell	6,126 -776	-11%	-$34.7K	0.01%	1017
2025 Q4	$297K	Sell	6,902 -182	-3%	-$7.63K	0.01%	941
2025 Q3	$297K	Sell	7,084 -485	-6%	-$20K	0.01%	894
2025 Q2	$299K	Buy	7,569 +85	+1%	+$3.16K	0.01%	820
2025 Q1	$265K	Buy	7,484 +217	+3%	+$7.69K	0.01%	835
2024 Q4	$254K	Buy	+7,267	New	+$255K	0.01%	802

Other funds holding DDLS

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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 Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atomi Financial Group's DDLS Position: Q1 2026 in Review

Atomi Financial Group reduced its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 11% in Q1 2026, selling an estimated $34.7K and leaving 6,126 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #1017.

Atomi Financial Group first reported a position in DDLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $299K in Q2 2025. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

Atomi Financial Group held 6,126 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $266K as of Q1 2026.
Atomi Financial Group sold 776 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $34.7K.
WisdomTree Dynamic International SmallCap Equity Fund made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1017 holding.
Atomi Financial Group first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2024 and has held it in 6 quarters since.
Atomi Financial Group's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $299K in Q2 2025.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.