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Avantax Advisory Services’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$455K Buy
11,530
+236
+2% +$8.78K ﹤0.01% 1636
2025
Q1 		$399K Buy
11,294
+396
+4% +$14K ﹤0.01% 1659
2024
Q4 		$381K Buy
10,898
+20
+0.2% +$703 ﹤0.01% 1626
2024
Q3 		$398K Buy
+10,878
New +$384K ﹤0.01% 1564

Other funds holding DDLS

SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 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 $298M AUM 9.4% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Avantax Advisory Services's DDLS Position: Q2 2025 in Review

Avantax Advisory Services increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 2.1% in Q2 2025, buying an estimated $8.78K and bringing the position to 11,530 shares worth $455K. The position accounts for ﹤0.01% of the portfolio, ranked #1636.

Avantax Advisory Services first reported a position in DDLS in Q3 2024 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q2 2025.

  • Avantax Advisory Services held 11,530 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $455K as of Q2 2025.
  • Avantax Advisory Services bought 236 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2025, an estimated $8.78K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1636 holding.
  • Avantax Advisory Services first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2024 and has held it in 4 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.