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Plante Moran Financial Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Plante Moran Financial 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
2025
Q1 		– Sell
-24
Closed -$840 – 827
2024
Q4 		$840 Hold
24
– – ﹤0.01% 827
2024
Q3 		$877 Buy
+24
New +$847 ﹤0.01% 788

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Plante Moran Financial Advisors's DDLS Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2025, closing a stake of 24 shares — an estimated $840 sold.

Plante Moran Financial Advisors first reported a position in DDLS in Q3 2024 and held it in 2 quarters. The position peaked at $877 in Q3 2024. 38 funds tracked by Wall St. Rank hold DDLS as of Q1 2025.

  • Plante Moran Financial Advisors reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q1 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 24 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2025, an estimated $840.
  • Plante Moran Financial Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q3 2024 and held it in 2 quarters.
  • Plante Moran Financial Advisors's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $877 in Q3 2024.
  • 38 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.