Key Capital Management
DDLS icon

Key Capital Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Key Capital Management’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
Q3 		$38.8K Hold
857
– – 0.01% 257
2026
Q2 		$37.8K Buy
+857
New +$38.7K 0.02% 195
2026
Q1 		– Sell
-15
Closed -$645 – 707
2025
Q4 		$645 Buy
+15
New +$629 ﹤0.01% 464

Other funds holding DDLS

Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Stonebridge Wealth Management
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
High Note Wealth
High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Certuity
Certuity North Palm Beach, Florida $2.13B AUM 70.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $1.05B AUM 20.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Key Capital Management's DDLS Position: Q3 2026 in Review

Key Capital Management held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q3 2026 at 857 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #257.

Key Capital Management first reported a position in DDLS in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold DDLS as of Q3 2026.

  • Key Capital Management held 857 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $38.8K as of Q3 2026.
  • Key Capital Management left its WisdomTree Dynamic International SmallCap Equity Fund share count unchanged in Q3 2026.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.01% of Key Capital Management's portfolio in Q3 2026, its #257 holding.
  • Key Capital Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.