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High Note Wealth’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

High Note Wealth’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 		$5.9M Buy
133,915
+2,569
+2% +$116K 1.01% 26
2026
Q1 		$5.71M Buy
131,346
+2,587
+2% +$116K 1.12% 25
2025
Q4 		$5.53M Buy
128,759
+4,207
+3% +$176K 1.08% 26
2025
Q3 		$5.22M Buy
124,552
+6,724
+6% +$277K 1.05% 26
2025
Q2 		$4.65M Buy
117,828
+4,654
+4% +$173K 1.07% 25
2025
Q1 		$4M Buy
113,174
+6,705
+6% +$237K 0.99% 29
2024
Q4 		$3.72M Buy
106,469
+3,643
+4% +$128K 0.97% 28
2024
Q3 		$3.76M Buy
102,826
+1,204
+1% +$42.5K 1.07% 25
2024
Q2 		$3.49M Buy
101,622
+4,902
+5% +$169K 1.07% 27
2024
Q1 		$3.32M Buy
96,720
+7,135
+8% +$236K 1.08% 28
2023
Q4 		$2.96M Buy
89,585
+39
+0% +$1.21K 1.11% 27
2023
Q3 		$2.74M Buy
89,546
+2,129
+2% +$66.9K 1.13% 27
2023
Q2 		$2.74M Sell
87,417
-2,722
-3% -$86.6K 1.12% 27
2023
Q1 		$2.85M Buy
90,139
+581
+0.6% +$18.4K 1.17% 29
2022
Q4 		$2.68M Sell
89,558
-1,635
-2% -$48.5K 1.12% 30
2022
Q3 		$2.63M Sell
91,193
-1,350
-1% -$41.3K 1.05% 29
2022
Q2 		$2.79M Buy
92,543
+434
+0.5% +$14K 1.09% 27
2022
Q1 		$3.08M Sell
92,109
-2,466
-3% -$83.4K 1.09% 27
2021
Q4 		$3.33M Buy
94,575
+1,024
+1% +$35.7K 1.12% 33
2021
Q3 		$3.26M Buy
93,551
+2,562
+3% +$90.7K 1.17% 30
2021
Q2 		$3.14M Sell
90,989
-427
-0.5% -$14.8K 1.14% 31
2021
Q1 		$3.08M Buy
91,416
+1,079
+1% +$34.9K 1.19% 29
2020
Q4 		$2.79M Buy
+90,337
New +$2.64M 1.18% 29

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

High Note Wealth's DDLS Position: Q2 2026 in Review

High Note Wealth increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 2% in Q2 2026, buying an estimated $116K and bringing the position to 133,915 shares worth $5.9M. The position accounts for 1.01% of the portfolio, ranked #26.

High Note Wealth first reported a position in DDLS in Q4 2020 and has held it in 23 quarters since. 41 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

  • High Note Wealth held 133,915 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $5.9M as of Q2 2026.
  • High Note Wealth bought 2,569 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $116K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 1.01% of High Note Wealth's portfolio in Q2 2026, its #26 holding.
  • High Note Wealth first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2020 and has held it in 23 quarters since.
  • 41 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.