Larson Financial Group’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Larson Financial Group’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	$161K	Hold	3,700	–	–	0.01%	792
2025 Q4	$159K	Hold	3,700	–	–	0.01%	769
2025 Q3	$155K	Hold	3,700	–	–	0.01%	763
2025 Q2	$146K	Hold	3,700	–	–	0.01%	735
2025 Q1	$131K	Buy	3,700 +1,200	+48%	+$42.5K	0.01%	721
2024 Q4	$87.5K	Hold	2,500	–	–	﹤0.01%	755
2024 Q3	$91.4K	Sell	2,500 -615	-20%	-$21.7K	0.01%	754
2024 Q2	$107K	Buy	+3,115	New	+$107K	0.01%	631
2023 Q3	–	Sell	-406	Closed	-$12.7K	–	1721
2023 Q2	$12.7K	Buy	+406	New	+$12.9K	﹤0.01%	860

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

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 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 $586M AUM 23.56% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Larson Financial Group's DDLS Position: Q1 2026 in Review

Larson Financial Group held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q1 2026 at 3,700 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #792.

Larson Financial Group first reported a position in DDLS in Q2 2023 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

Larson Financial Group held 3,700 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $161K as of Q1 2026.
Larson Financial Group left its WisdomTree Dynamic International SmallCap Equity Fund share count unchanged in Q1 2026.
WisdomTree Dynamic International SmallCap Equity Fund made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #792 holding.
Larson Financial Group first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2023 and has held it in 9 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.