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Medallion Wealth Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Medallion Wealth Advisors’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 		$38K Hold
875
– – 0.01% 527
2025
Q4 		$37.6K Hold
875
– – 0.01% 514
2025
Q3 		$36.7K Hold
875
– – 0.01% 516
2025
Q2 		$34.6K Hold
875
– – 0.01% 533
2025
Q1 		$31.1K Hold
875
– – 0.01% 507
2024
Q4 		$30.6K Buy
+875
New +$30.7K 0.02% 496

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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 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 $586M AUM 23.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Medallion Wealth Advisors's DDLS Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q1 2026 at 875 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #527.

Medallion Wealth Advisors first reported a position in DDLS in Q4 2024 and has held it in 6 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • Medallion Wealth Advisors held 875 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $38K as of Q1 2026.
  • Medallion Wealth Advisors left its WisdomTree Dynamic International SmallCap Equity Fund share count unchanged in Q1 2026.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #527 holding.
  • Medallion Wealth Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2024 and has held it in 6 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.