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

LPL Financial’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	$2.4M	Sell	55,208 -3,697	-6%	-$165K	﹤0.01%	3331
2025 Q4	$2.53M	Sell	58,905 -2,975	-5%	-$125K	﹤0.01%	3170
2025 Q3	$2.6M	Sell	61,880 -5,894	-9%	-$243K	﹤0.01%	3071
2025 Q2	$2.68M	Sell	67,774 -9,945	-13%	-$370K	﹤0.01%	2855
2025 Q1	$2.75M	Sell	77,719 -200,129	-72%	-$7.09M	﹤0.01%	2664
2024 Q4	$9.72M	Buy	277,848 +3,841	+1%	+$135K	﹤0.01%	1569
2024 Q3	$10M	Buy	274,007 +8,977	+3%	+$317K	﹤0.01%	1464
2024 Q2	$9.11M	Buy	265,030 +8,741	+3%	+$301K	﹤0.01%	1432
2024 Q1	$8.8M	Buy	256,289 +14,810	+6%	+$489K	﹤0.01%	1423
2023 Q4	$7.99M	Buy	241,479 +129,384	+115%	+$4M	﹤0.01%	1382
2023 Q3	$3.43M	Buy	112,095 +105,449	+1,587%	+$3.31M	﹤0.01%	1850
2023 Q2	$208K	Sell	6,646 -5	-0.1%	-$159	﹤0.01%	4121
2023 Q1	$210K	Sell	6,651 -2,186	-25%	-$69.2K	﹤0.01%	4008
2022 Q4	$265K	Buy	+8,837	New	+$262K	﹤0.01%	3750

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial's DDLS Position: Q1 2026 in Review

LPL Financial reduced its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 6.3% in Q1 2026, selling an estimated $165K and leaving 55,208 shares worth $2.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

LPL Financial first reported a position in DDLS in Q4 2022 and has held it in 14 quarters since. The position peaked at $10M in Q3 2024. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

LPL Financial held 55,208 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $2.4M as of Q1 2026.
LPL Financial sold 3,697 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $165K.
WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3331 holding.
LPL Financial first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2022 and has held it in 14 quarters since.
LPL Financial's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $10M in Q3 2024.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.