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

Cetera Advisors’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
2024 Q1	$5.64M	Buy	164,144 +6,560	+4%	+$217K	0.04%	417
2023 Q4	$5.21M	Buy	157,584 +3,189	+2%	+$98.6K	0.07%	264
2023 Q3	$4.72M	Buy	154,395 +1,819	+1%	+$57.1K	0.07%	260
2023 Q2	$4.79M	Buy	152,576 +4,488	+3%	+$143K	0.08%	245
2023 Q1	$4.68M	Sell	148,088 -171	-0.1%	-$5.42K	0.08%	259
2022 Q4	$4.44M	Buy	148,259 +2,006	+1%	+$59.5K	0.08%	262
2022 Q3	$4.1M	Buy	146,253 +3,104	+2%	+$95K	0.11%	196
2022 Q2	$4.31M	Buy	143,149 +28,094	+24%	+$904K	0.1%	203
2022 Q1	$3.85M	Buy	115,055 +5,789	+5%	+$196K	0.08%	267
2021 Q4	$3.84M	Buy	109,266 +19,075	+21%	+$665K	0.08%	257
2021 Q3	$3.14M	Buy	+90,191	New	+$3.19M	0.06%	307

Other funds holding DDLS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

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

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

MMA

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors's DDLS Position: Q1 2024 in Review

Cetera Advisors increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 4.2% in Q1 2024, buying an estimated $217K and bringing the position to 164,144 shares worth $5.64M. The position accounts for 0.04% of the portfolio, ranked #417.

Cetera Advisors first reported a position in DDLS in Q3 2021 and has held it in 11 quarters since. 24 funds tracked by Wall St. Rank hold DDLS as of Q1 2024.

Cetera Advisors held 164,144 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $5.64M as of Q1 2024.
Cetera Advisors bought 6,560 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2024, an estimated $217K.
WisdomTree Dynamic International SmallCap Equity Fund made up 0.04% of Cetera Advisors's portfolio in Q1 2024, its #417 holding.
Cetera Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2021 and has held it in 11 quarters since.
24 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.