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Kraft Davis & Associates’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Kraft Davis & Associates’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
2024
Q4 		– Sell
-6,449
Closed -$223K – 144
2024
Q3 		$223K Buy
6,449
+36
+0.6% +$1.27K 0.07% 132
2024
Q2 		$226K Buy
+6,413
New +$221K 0.07% 129

Other funds holding DDLS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
FIS
Fischer Investment Strategies Westlake Village, California $210M AUM 28.93% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $811M AUM 18.32% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Kraft Davis & Associates's DDLS Position: Q4 2024 in Review

Kraft Davis & Associates sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q4 2024, closing a stake of 6,449 shares — an estimated $223K sold.

Kraft Davis & Associates first reported a position in DDLS in Q2 2024 and held it in 2 quarters. The position peaked at $226K in Q2 2024. 31 funds tracked by Wall St. Rank hold DDLS as of Q4 2024.

  • Kraft Davis & Associates reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q4 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 6,449 WisdomTree Dynamic International SmallCap Equity Fund shares in Q4 2024, an estimated $223K.
  • Kraft Davis & Associates first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2024 and held it in 2 quarters.
  • Kraft Davis & Associates's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $226K in Q2 2024.
  • 31 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q4 2024.

Based on Kraft Davis & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.