Geneos Wealth Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Geneos Wealth 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
2026 Q1	$55.7K	Hold	1,281	–	–	﹤0.01%	1382
2025 Q4	$55.1K	Hold	1,281	–	–	﹤0.01%	1359
2025 Q3	$53.7K	Hold	1,281	–	–	﹤0.01%	1361
2025 Q2	$50.6K	Sell	1,281 -1,281	-50%	-$47.7K	﹤0.01%	1563
2025 Q1	$90.6K	Buy	2,562 +1,281	+100%	+$45.4K	﹤0.01%	1621
2024 Q4	$44.8K	Hold	1,281	–	–	﹤0.01%	1358
2024 Q3	$46.8K	Hold	1,281	–	–	﹤0.01%	1218
2024 Q2	$44K	Hold	1,281	–	–	﹤0.01%	1107
2024 Q1	$44K	Buy	1,281 +50	+4%	+$1.65K	﹤0.01%	1110
2023 Q4	$40.7K	Sell	1,231 -620	-33%	-$19.2K	﹤0.01%	1125
2023 Q3	$56.6K	Hold	1,851	–	–	﹤0.01%	1045
2023 Q2	$58.1K	Hold	1,851	–	–	﹤0.01%	1035
2023 Q1	$58.5K	Hold	1,851	–	–	﹤0.01%	1022
2022 Q4	$55.4K	Buy	+1,851	New	+$54.9K	﹤0.01%	1019
2022 Q3	–	Sell	-250	Closed	-$7K	–	2145
2022 Q2	$7K	Hold	250	–	–	﹤0.01%	2072
2022 Q1	$8K	Hold	250	–	–	﹤0.01%	2165
2021 Q4	$8K	Hold	250	–	–	﹤0.01%	2258
2021 Q3	$8K	Hold	250	–	–	﹤0.01%	2294
2021 Q2	$8K	Hold	250	–	–	﹤0.01%	2272
2021 Q1	$8K	Hold	250	–	–	﹤0.01%	2462
2020 Q4	$8K	Buy	+250	New	+$7.29K	﹤0.01%	2296

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 $9.1B AUM 32.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 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 $586M AUM 23.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Geneos Wealth Management's DDLS Position: Q1 2026 in Review

Geneos Wealth Management held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q1 2026 at 1,281 shares worth $55.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Geneos Wealth Management first reported a position in DDLS in Q4 2020 and has held it in 21 quarters since. The position peaked at $90.6K in Q1 2025. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

Geneos Wealth Management held 1,281 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $55.7K as of Q1 2026.
Geneos Wealth Management left its WisdomTree Dynamic International SmallCap Equity Fund share count unchanged in Q1 2026.
WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1382 holding.
Geneos Wealth Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2020 and has held it in 21 quarters since.
Geneos Wealth Management's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $90.6K in Q1 2025.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.