Modera Wealth Management’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Modera Wealth Management’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	$244K	Hold	5,605	–	–	﹤0.01%	573
2025 Q4	$241K	Hold	5,605	–	–	﹤0.01%	589
2025 Q3	$235K	Hold	5,605	–	–	﹤0.01%	592
2025 Q2	$221K	Buy	+5,605	New	+$209K	﹤0.01%	602
2024 Q4	–	Sell	-5,605	Closed	-$205K	–	620
2024 Q3	$205K	Buy	+5,605	New	+$198K	﹤0.01%	582

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 $9.1B AUM 32.09% 1-Year Est. Return

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Modera Wealth Management's DDLS Position: Q1 2026 in Review

Modera Wealth Management held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q1 2026 at 5,605 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Modera Wealth Management first reported a position in DDLS in Q3 2024 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

Modera Wealth Management held 5,605 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $244K as of Q1 2026.
Modera Wealth Management 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 Modera Wealth Management's portfolio in Q1 2026, its #573 holding.
Modera Wealth Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2024 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.