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 Q2	–	Sell	-5,605	Closed	-$244K	–	655
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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

High Note Wealth Deephaven, Minnesota $610M AUM 17.21% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Modera Wealth Management's DDLS Position: Q2 2026 in Review

Modera Wealth Management sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q2 2026, closing a stake of 5,605 shares — an estimated $244K sold.

Modera Wealth Management first reported a position in DDLS in Q3 2024 and held it in 5 quarters. The position peaked at $244K in Q1 2026. 41 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

Modera Wealth Management reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q2 2026 after selling out during the quarter.
Modera Wealth Management sold 5,605 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $244K.
Modera Wealth Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2024 and held it in 5 quarters.
Modera Wealth Management's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $244K in Q1 2026.
41 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.