Coldstream Capital Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Coldstream Capital Management’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
2025 Q2	–	Sell	-1,089	Closed	-$38.5K	–	1680
2025 Q1	$38.5K	Buy	+1,089	New	+$38.6K	﹤0.01%	1835

Other funds holding DDLS

SWM

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

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

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

HNW

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

AWM

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

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 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

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

FTUS

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

Coldstream Capital Management's DDLS Position: Q2 2025 in Review

Coldstream Capital Management sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q2 2025, closing a stake of 1,089 shares — an estimated $38.5K sold.

Coldstream Capital Management first reported a position in DDLS in Q1 2025 and held it in 1 quarter. The position peaked at $38.5K in Q1 2025. 43 funds tracked by Wall St. Rank hold DDLS as of Q2 2025.

Coldstream Capital Management reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 1,089 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2025, an estimated $38.5K.
Coldstream Capital Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $38.5K in Q1 2025.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.