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

Exchange 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	$2.76M	Buy	69,995 +4,018	+6%	+$150K	0.41%	71
2025 Q1	$2.33M	Buy	65,977 +3,791	+6%	+$134K	0.38%	81
2024 Q4	$2.18M	Buy	62,186 +3,695	+6%	+$130K	0.35%	86
2024 Q3	$2.14M	Buy	58,491 +20,041	+52%	+$708K	0.34%	87
2024 Q2	$1.32M	Buy	38,450 +3,329	+9%	+$115K	0.22%	109
2024 Q1	$1.21M	Buy	35,121 +8,514	+32%	+$281K	0.2%	113
2023 Q4	$880K	Buy	26,607 +3,558	+15%	+$110K	0.16%	122
2023 Q3	$705K	Buy	23,049 +3,960	+21%	+$124K	0.13%	132
2023 Q2	$599K	Buy	19,089 +2,277	+14%	+$72.4K	0.11%	134
2023 Q1	$531K	Buy	16,812 +1,240	+8%	+$39.3K	0.11%	133
2022 Q4	$466K	Buy	15,572 +2,219	+17%	+$65.8K	0.1%	135
2022 Q3	$375K	Buy	13,353 +2,143	+19%	+$65.6K	0.09%	140
2022 Q2	$338K	Buy	+11,210	New	+$361K	0.07%	142

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Exchange Capital Management increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 6.1% in Q2 2025, buying an estimated $150K and bringing the position to 69,995 shares worth $2.76M. The position accounts for 0.41% of the portfolio, ranked #71.

Exchange Capital Management first reported a position in DDLS in Q2 2022 and has held it in 13 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q2 2025.

Exchange Capital Management held 69,995 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $2.76M as of Q2 2025.
Exchange Capital Management bought 4,018 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2025, an estimated $150K.
WisdomTree Dynamic International SmallCap Equity Fund made up 0.41% of Exchange Capital Management's portfolio in Q2 2025, its #71 holding.
Exchange Capital Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2022 and has held it in 13 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.