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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
Q1 		$9.47M Buy
+217,816
New +$9.73M 0.12% 194

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 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 $509M AUM 19.25% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Kestra Private Wealth Services's DDLS Position: Q1 2026 in Review

Kestra Private Wealth Services opened a new position in WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2026: 217,816 shares worth $9.47M. The stake represents 0.12% of the portfolio and ranks #194 among its holdings.

43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • Kestra Private Wealth Services held 217,816 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $9.47M as of Q1 2026.
  • WisdomTree Dynamic International SmallCap Equity Fund was a new Kestra Private Wealth Services position in Q1 2026.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.12% of Kestra Private Wealth Services's portfolio in Q1 2026, its #194 holding.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.