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

Stonebridge 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 Q3	$10.5M	Buy	232,271 +4,703	+2%	+$214K	9.36%	2
2026 Q2	$10M	Buy	227,568 +4,983	+2%	+$225K	8.98%	2
2026 Q1	$9.7M	Sell	222,585 -5,993	-3%	-$268K	9.27%	2
2025 Q4	$9.8M	Sell	228,578 -6,768	-3%	-$284K	9.28%	2
2025 Q3	$9.9M	Buy	235,346 +1,215	+0.5%	+$50K	8.47%	2
2025 Q2	$9.25M	Buy	+234,131	New	+$8.71M	8.72%	3

Other funds holding DDLS

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

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

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

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Stonebridge Wealth Management's DDLS Position: Q3 2026 in Review

Stonebridge Wealth Management increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 2.1% in Q3 2026, buying an estimated $214K and bringing the position to 232,271 shares worth $10.5M. The position accounts for 9.36% of the portfolio, ranked #2.

Stonebridge Wealth Management first reported a position in DDLS in Q2 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold DDLS as of Q3 2026.

Stonebridge Wealth Management held 232,271 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $10.5M as of Q3 2026.
Stonebridge Wealth Management bought 4,703 WisdomTree Dynamic International SmallCap Equity Fund shares in Q3 2026, an estimated $214K.
WisdomTree Dynamic International SmallCap Equity Fund made up 9.36% of Stonebridge Wealth Management's portfolio in Q3 2026, its #2 holding.
Stonebridge Wealth Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q2 2025 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.