Harbour Investments’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Harbour Investments’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	–	Sell	-10	Closed	-$430	–	4697
2025 Q4	$430	Hold	10	–	–	﹤0.01%	3571
2025 Q3	$419	Hold	10	–	–	﹤0.01%	3536
2025 Q2	$395	Buy	+10	New	+$372	﹤0.01%	3407
2025 Q1	–	Sell	-11	Closed	-$385	–	3578
2024 Q4	$385	Hold	11	–	–	﹤0.01%	3305
2024 Q3	$402	Buy	+11	New	+$388	﹤0.01%	3216
2024 Q1	–	Sell	-52	Closed	-$1.72K	–	3236
2023 Q4	$1.72K	Buy	+52	New	+$1.61K	﹤0.01%	2719

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 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 $38.8B AUM 21.88% 1-Year Est. Return

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

Harbour Investments's DDLS Position: Q1 2026 in Review

Harbour Investments sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2026, closing a stake of 10 shares — an estimated $430 sold.

Harbour Investments first reported a position in DDLS in Q4 2023 and held it in 6 quarters. The position peaked at $1.72K in Q4 2023. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

Harbour Investments reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q1 2026 after selling out during the quarter.
Harbour Investments sold 10 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $430.
Harbour Investments first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2023 and held it in 6 quarters.
Harbour Investments's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $1.72K in Q4 2023.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.