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Farther Finance Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Farther Finance Advisors’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 		$5.11K Sell
116
-6
-5% -$271 ﹤0.01% 4792
2026
Q1 		$5.37K Sell
122
-1
-0.8% -$45 ﹤0.01% 4458
2025
Q4 		$5.29K Hold
123
– – ﹤0.01% 4280
2025
Q3 		$5.16K Sell
123
-605
-83% -$24.9K ﹤0.01% 3758
2025
Q2 		$28.8K Hold
728
– – ﹤0.01% 2448
2025
Q1 		$25.9K Buy
+728
New +$25.8K ﹤0.01% 2257

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
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Farther Finance Advisors's DDLS Position: Q2 2026 in Review

Farther Finance Advisors reduced its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 4.9% in Q2 2026, selling an estimated $271 and leaving 116 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #4792.

Farther Finance Advisors first reported a position in DDLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $28.8K in Q2 2025. 13 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

  • Farther Finance Advisors held 116 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $5.11K as of Q2 2026.
  • Farther Finance Advisors sold 6 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $271.
  • WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4792 holding.
  • Farther Finance Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2025 and has held it in 6 quarters since.
  • Farther Finance Advisors's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $28.8K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.