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

Commonwealth Equity 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
2026 Q3	$205K	Buy	+4,527	New	+$206K	﹤0.01%	4071
2026 Q2	–	Sell	-5,720	Closed	-$249K	–	4449
2026 Q1	$249K	Sell	5,720 -3,734	-39%	-$167K	﹤0.01%	3802
2025 Q4	$406K	Buy	9,454 +2,796	+42%	+$117K	﹤0.01%	3363
2025 Q3	$279K	Buy	6,658 +24	+0.4%	+$989	﹤0.01%	3713
2025 Q2	$262K	Buy	6,634 +939	+16%	+$34.9K	﹤0.01%	3710
2025 Q1	$201K	Buy	+5,695	New	+$202K	﹤0.01%	3843

Other funds holding DDLS

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Commonwealth Equity Services's DDLS Position: Q3 2026 in Review

Commonwealth Equity Services opened a new position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q3 2026: 4,527 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #4071 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in DDLS as recently as Q1 2026.

Commonwealth Equity Services first reported a position in DDLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $406K in Q4 2025. 12 funds tracked by Wall St. Rank hold DDLS as of Q3 2026.

Commonwealth Equity Services held 4,527 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $205K as of Q3 2026.
WisdomTree Dynamic International SmallCap Equity Fund was a new Commonwealth Equity Services position in Q3 2026.
WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #4071 holding.
Commonwealth Equity Services first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $406K in Q4 2025.
12 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.