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

Capital Investment 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
2023 Q2	–	Sell	-15	Closed	-$474	–	879
2023 Q1	$474	Buy	+15	New	+$475	﹤0.01%	865
2022 Q4	–	Sell	-15	Closed	–	–	817
2022 Q3	$0	Hold	15	–	–	﹤0.01%	818
2022 Q2	$0	Hold	15	–	–	﹤0.01%	834
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	818
2021 Q4	$1K	Buy	+15	New	+$523	﹤0.01%	798
2020 Q2	–	Sell	-15	Closed	–	–	582
2020 Q1	$0	Hold	15	–	–	﹤0.01%	573
2019 Q4	$0	Hold	15	–	–	﹤0.01%	718
2019 Q3	$0	Hold	15	–	–	﹤0.01%	1388
2019 Q2	$0	Hold	15	–	–	﹤0.01%	1406
2019 Q1	$0	Hold	15	–	–	﹤0.01%	1217
2018 Q4	$0	Buy	+15	New	+$439	﹤0.01%	1193

Other funds holding DDLS

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BFA

BMS Financial Advisors Rapid City, South Dakota $153M AUM 14.47% 1-Year Est. Return

AWM

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

HNW

High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Capital Investment Advisory Services's DDLS Position: Q2 2023 in Review

Capital Investment Advisory Services sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q2 2023, closing a stake of 15 shares — an estimated $474 sold.

Capital Investment Advisory Services first reported a position in DDLS in Q4 2018 and held it in 11 quarters. The position peaked at $1K in Q1 2022. 25 funds tracked by Wall St. Rank hold DDLS as of Q2 2023.

Capital Investment Advisory Services reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q2 2023 after selling out during the quarter.
Capital Investment Advisory Services sold 15 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2023, an estimated $474.
Capital Investment Advisory Services first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2018 and held it in 11 quarters.
Capital Investment Advisory Services's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $1K in Q1 2022.
25 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2023.

Based on Capital Investment Advisory Services's 13F filing for Q2 2023, filed 28 Jul 2023.