Berkeley Inc’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Berkeley Inc’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	$8.02M	Buy	184,424 +5,696	+3%	+$254K	2.69%	14
2025 Q4	$7.68M	Buy	178,728 +7,680	+4%	+$322K	2.44%	14
2025 Q3	$7.17M	Buy	171,048 +4,459	+3%	+$184K	2.31%	16
2025 Q2	$6.58M	Buy	166,589 +110,684	+198%	+$4.12M	2.36%	14
2025 Q1	$1.98M	Buy	+55,905	New	+$1.98M	0.93%	28
2023 Q4	–	Sell	-39,918	Closed	-$1.22M	–	74
2023 Q3	$1.22M	Buy	39,918 +1,922	+5%	+$60.4K	0.83%	30
2023 Q2	$1.19M	Buy	37,996 +3,781	+11%	+$120K	0.8%	32
2023 Q1	$1.08M	Buy	34,215 +1,318	+4%	+$41.7K	0.78%	31
2022 Q4	$985K	Buy	32,897 +16,252	+98%	+$482K	0.74%	35
2022 Q3	$467K	Buy	+16,645	New	+$509K	0.39%	51

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 $8.11B AUM 24.74% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $509M AUM 19.25% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Berkeley Inc's DDLS Position: Q1 2026 in Review

Berkeley Inc increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 3.2% in Q1 2026, buying an estimated $254K and bringing the position to 184,424 shares worth $8.02M. The position accounts for 2.69% of the portfolio, ranked #14.

Berkeley Inc first reported a position in DDLS in Q3 2022 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

Berkeley Inc held 184,424 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $8.02M as of Q1 2026.
Berkeley Inc bought 5,696 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $254K.
WisdomTree Dynamic International SmallCap Equity Fund made up 2.69% of Berkeley Inc's portfolio in Q1 2026, its #14 holding.
Berkeley Inc first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2022 and has held it in 10 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.