LPL Financial
DDLS icon

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
Q2 		$2.26M Sell
51,283
-3,925
-7% -$177K ﹤0.01% 3617
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

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

LPL Financial's DDLS Position: Q2 2026 in Review

LPL Financial reduced its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 7.1% in Q2 2026, selling an estimated $177K and leaving 51,283 shares worth $2.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3617.

LPL Financial first reported a position in DDLS in Q4 2022 and has held it in 15 quarters since. The position peaked at $10M in Q3 2024. 41 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

  • LPL Financial held 51,283 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $2.26M as of Q2 2026.
  • LPL Financial sold 3,925 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $177K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3617 holding.
  • LPL Financial first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $10M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.