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Rossby Financial’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

Rossby Financial’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 		$27.7K Hold
629
– – 0.01% 909
2025
Q4 		$27K Hold
629
– – 0.01% 667
2025
Q3 		$26.3K Hold
629
– – 0.01% 654
2025
Q2 		$24.8K Hold
629
– – 0.01% 608
2025
Q1 		$22.8K Buy
+629
New +$22.3K 0.01% 597

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 $298M AUM 9.4% 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 $509M AUM 19.25% 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 $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rossby Financial's DDLS Position: Q1 2026 in Review

Rossby Financial held its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) position steady in Q1 2026 at 629 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #909.

Rossby Financial first reported a position in DDLS in Q1 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • Rossby Financial held 629 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $27.7K as of Q1 2026.
  • Rossby Financial 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 Rossby Financial's portfolio in Q1 2026, its #909 holding.
  • Rossby Financial first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2025 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 Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.