Lido Advisors
DDLS icon

Lido Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Lido Advisors’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 		$3.5M Buy
80,622
+4,869
+6% +$217K 0.01% 536
2025
Q4 		$3.26M Buy
75,753
+3,679
+5% +$154K 0.01% 576
2025
Q3 		$3.02M Buy
+72,074
New +$2.97M 0.01% 578

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 $8.11B AUM 24.74% 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
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

Lido Advisors's DDLS Position: Q1 2026 in Review

Lido Advisors increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 6.4% in Q1 2026, buying an estimated $217K and bringing the position to 80,622 shares worth $3.5M. The position accounts for 0.01% of the portfolio, ranked #536.

Lido Advisors first reported a position in DDLS in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • Lido Advisors held 80,622 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $3.5M as of Q1 2026.
  • Lido Advisors bought 4,869 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $217K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #536 holding.
  • Lido Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.