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 Q3	$24.9K	Sell	551 -1,960	-78%	-$89.2K	﹤0.01%	1377
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

SWM

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mather Group's DDLS Position: Q3 2026 in Review

Mather Group reduced its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 78% in Q3 2026, selling an estimated $89.2K and leaving 551 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1377.

Mather Group first reported a position in DDLS in Q1 2026 and has held it in 3 quarters since. The position peaked at $111K in Q2 2026. 5 funds tracked by Wall St. Rank hold DDLS as of Q3 2026.

Mather Group held 551 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $24.9K as of Q3 2026.
Mather Group sold 1,960 WisdomTree Dynamic International SmallCap Equity Fund shares in Q3 2026, an estimated $89.2K.
WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1377 holding.
Mather Group first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2026 and has held it in 3 quarters since.
Mather Group's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $111K in Q2 2026.
5 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.