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

IFP 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 		$18.1K Hold
411
– – ﹤0.01% 3032
2026
Q1 		$17.9K Hold
411
– – ﹤0.01% 2838
2025
Q4 		$17.7K Hold
411
– – ﹤0.01% 2779
2025
Q3 		$17.2K Hold
411
– – ﹤0.01% 2654
2025
Q2 		$16.2K Hold
411
– – ﹤0.01% 2651
2025
Q1 		$14.5K Hold
411
– – ﹤0.01% 2437
2024
Q4 		$14.4K Hold
411
– – ﹤0.01% 2397
2024
Q3 		$15K Sell
411
-2,257
-85% -$79.7K ﹤0.01% 2268
2024
Q2 		$91.7K Buy
2,668
+2,257
+549% +$77.8K ﹤0.01% 1408
2024
Q1 		$14.1K Buy
411
+160
+64% +$5.29K ﹤0.01% 2119
2023
Q4 		$8.3K Hold
251
– – ﹤0.01% 2255
2023
Q3 		$7.68K Hold
251
– – ﹤0.01% 2360
2023
Q2 		$7.87K Hold
251
– – ﹤0.01% 2381
2023
Q1 		$8.29K Sell
251
-2,149
-90% -$68K ﹤0.01% 2372
2022
Q4 		$79K Hold
2,400
– – ﹤0.01% 1904
2022
Q3 		$79K Hold
2,400
– – ﹤0.01% 2023
2022
Q2 		$79K Hold
2,400
– – ﹤0.01% 1841
2022
Q1 		$79K Buy
+2,400
New +$81.2K ﹤0.01% 1841

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

IFP Advisors's DDLS Position: Q2 2026 in Review

IFP Advisors held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q2 2026 at 411 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3032.

IFP Advisors first reported a position in DDLS in Q1 2022 and has held it in 18 quarters since. The position peaked at $91.7K in Q2 2024. 13 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

  • IFP Advisors held 411 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $18.1K as of Q2 2026.
  • IFP Advisors left its WisdomTree Dynamic International SmallCap Equity Fund share count unchanged in Q2 2026.
  • WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3032 holding.
  • IFP Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2022 and has held it in 18 quarters since.
  • IFP Advisors's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $91.7K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.