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

Mather 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
Q2 		$111K Buy
2,511
+2,120
+542% +$95.7K ﹤0.01% 918
2026
Q1 		$17K Buy
+391
New +$17.5K ﹤0.01% 1320

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group's DDLS Position: Q2 2026 in Review

Mather Group increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 542% in Q2 2026, buying an estimated $95.7K and bringing the position to 2,511 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Mather Group first reported a position in DDLS in Q1 2026 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

  • Mather Group held 2,511 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $111K as of Q2 2026.
  • Mather Group bought 2,120 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $95.7K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #918 holding.
  • Mather Group first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.