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

Creative Planning’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	$534K	Buy	+12,111	New	+$547K	﹤0.01%	3130

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

HNW

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Creative Planning's DDLS Position: Q2 2026 in Review

Creative Planning opened a new position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q2 2026: 12,111 shares worth $534K. The stake represents ﹤0.01% of the portfolio and ranks #3130 among its holdings.

41 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

Creative Planning held 12,111 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $534K as of Q2 2026.
WisdomTree Dynamic International SmallCap Equity Fund was a new Creative Planning position in Q2 2026.
WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3130 holding.
41 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.