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

Certuity’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 Q2	$1.81M	Buy	41,049 +504	+1%	+$22.7K	0.09%	122
2026 Q1	$1.76M	Buy	40,545 +6,151	+18%	+$275K	0.12%	114
2025 Q4	$1.48M	Buy	34,394 +12,013	+54%	+$504K	0.09%	132
2025 Q3	$939K	Buy	22,381 +6,625	+42%	+$273K	0.06%	165
2025 Q2	$622K	Buy	15,756 +7,328	+87%	+$273K	0.06%	184
2025 Q1	$298K	Hold	8,428	–	–	0.03%	267
2024 Q4	$295K	Buy	+8,428	New	+$296K	0.03%	266

Other funds holding DDLS

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

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

UAG

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Certuity's DDLS Position: Q2 2026 in Review

Certuity increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 1.2% in Q2 2026, buying an estimated $22.7K and bringing the position to 41,049 shares worth $1.81M. The position accounts for 0.09% of the portfolio, ranked #122.

Certuity first reported a position in DDLS in Q4 2024 and has held it in 7 quarters since. 13 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

Certuity held 41,049 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $1.81M as of Q2 2026.
Certuity bought 504 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $22.7K.
WisdomTree Dynamic International SmallCap Equity Fund made up 0.09% of Certuity's portfolio in Q2 2026, its #122 holding.
Certuity first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2024 and has held it in 7 quarters since.
13 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.