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Frazier Financial Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Frazier Financial 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
Q1 		$76.1K Hold
1,752
– – 0.04% 140
2025
Q4 		$75.3K Hold
1,752
– – 0.04% 128
2025
Q3 		$73.5K Buy
1,752
+1,323
+308% +$54.5K 0.05% 123
2025
Q2 		$16.9K Hold
429
– – 0.01% 280
2025
Q1 		$15.2K Buy
429
+9
+2% +$319 0.01% 280
2024
Q4 		$14.5K Hold
420
– – 0.01% 281
2024
Q3 		$15.4K Hold
420
– – 0.01% 293
2024
Q2 		$14.4K Hold
420
– – 0.01% 355
2024
Q1 		$14.4K Hold
420
– – 0.01% 325
2023
Q4 		$13.9K Buy
+420
New +$13K 0.01% 289

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

Frazier Financial Advisors's DDLS Position: Q1 2026 in Review

Frazier Financial Advisors held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q1 2026 at 1,752 shares worth $76.1K. The position accounts for 0.04% of the portfolio, ranked #140.

Frazier Financial Advisors first reported a position in DDLS in Q4 2023 and has held it in 10 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • Frazier Financial Advisors held 1,752 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $76.1K as of Q1 2026.
  • Frazier Financial Advisors left its WisdomTree Dynamic International SmallCap Equity Fund share count unchanged in Q1 2026.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.04% of Frazier Financial Advisors's portfolio in Q1 2026, its #140 holding.
  • Frazier Financial Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2023 and has held it in 10 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.