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Lloyd Advisory Services’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Lloyd Advisory 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
2021
Q3 		– Sell
-423
Closed -$15K – 392
2021
Q2 		$15K Buy
+423
New +$14.7K 0.01% 245

Other funds holding DDLS

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CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lloyd Advisory Services's DDLS Position: Q3 2021 in Review

Lloyd Advisory Services sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q3 2021, closing a stake of 423 shares — an estimated $15K sold.

Lloyd Advisory Services first reported a position in DDLS in Q2 2021 and held it in 1 quarter. The position peaked at $15K in Q2 2021. 14 funds tracked by Wall St. Rank hold DDLS as of Q3 2021.

  • Lloyd Advisory Services reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 423 WisdomTree Dynamic International SmallCap Equity Fund shares in Q3 2021, an estimated $15K.
  • Lloyd Advisory Services first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2021 and held it in 1 quarter.
  • Lloyd Advisory Services's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $15K in Q2 2021.
  • 14 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.