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Kestra Private Wealth Services’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Kestra Private Wealth Services’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 		$11.2M Buy
255,125
+37,309
+17% +$1.68M 0.12% 181
2026
Q1 		$9.47M Buy
+217,816
New +$9.73M 0.12% 194

Other funds holding DDLS

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
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 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

Kestra Private Wealth Services's DDLS Position: Q2 2026 in Review

Kestra Private Wealth Services increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 17% in Q2 2026, buying an estimated $1.68M and bringing the position to 255,125 shares worth $11.2M. The position accounts for 0.12% of the portfolio, ranked #181.

Kestra Private Wealth Services first reported a position in DDLS in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

  • Kestra Private Wealth Services held 255,125 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $11.2M as of Q2 2026.
  • Kestra Private Wealth Services bought 37,309 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $1.68M.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.12% of Kestra Private Wealth Services's portfolio in Q2 2026, its #181 holding.
  • Kestra Private Wealth Services first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.