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Creative Financial Designs’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Creative Financial Designs’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
Q1 		$23.9K Sell
549
-355
-39% -$15.9K ﹤0.01% 1151
2025
Q4 		$38.8K Buy
904
+268
+42% +$11.2K ﹤0.01% 955
2025
Q3 		$26.7K Sell
636
-21
-3% -$865 ﹤0.01% 1057
2025
Q2 		$26K Buy
657
+309
+89% +$11.5K ﹤0.01% 1054
2025
Q1 		$12.3K Buy
348
+318
+1,060% +$11.3K ﹤0.01% 1231
2024
Q4 		$1.06K Buy
+30
New +$1.05K ﹤0.01% 1689

Other funds holding DDLS

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BI
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
HNW
High Note Wealth Deephaven, Minnesota $509M AUM 19.25% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Creative Financial Designs's DDLS Position: Q1 2026 in Review

Creative Financial Designs reduced its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 39% in Q1 2026, selling an estimated $15.9K and leaving 549 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Creative Financial Designs first reported a position in DDLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $38.8K in Q4 2025. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • Creative Financial Designs held 549 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $23.9K as of Q1 2026.
  • Creative Financial Designs sold 355 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $15.9K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1151 holding.
  • Creative Financial Designs first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2024 and has held it in 6 quarters since.
  • Creative Financial Designs's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $38.8K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.