Bank of Montreal
DDLS icon

Bank of Montreal’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Bank of Montreal’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 		– Sell
-80
Closed -$3.44K – 3801
2025
Q4 		$3.44K Buy
+80
New +$3.35K ﹤0.01% 3523
2024
Q2 		– Sell
-1
Closed -$34 – 3915
2024
Q1 		$34 Buy
+1
New +$33 ﹤0.01% 3835

Other funds holding DDLS

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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
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

Bank of Montreal's DDLS Position: Q1 2026 in Review

Bank of Montreal sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2026, closing a stake of 80 shares — an estimated $3.44K sold.

Bank of Montreal first reported a position in DDLS in Q1 2024 and held it in 2 quarters. The position peaked at $3.44K in Q4 2025. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • Bank of Montreal reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q1 2026 after selling out during the quarter.
  • Bank of Montreal sold 80 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $3.44K.
  • Bank of Montreal first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2024 and held it in 2 quarters.
  • Bank of Montreal's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $3.44K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.