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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
Q2 		$10M Buy
227,568
+4,983
+2% +$225K 8.98% 2
2026
Q1 		$9.67M Sell
222,585
-5,993
-3% -$268K 9.27% 2
2025
Q4 		$9.82M Sell
228,578
-6,768
-3% -$284K 9.28% 2
2025
Q3 		$9.87M 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

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
UAG
United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KCM
Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

Stonebridge Wealth Management increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 2.2% in Q2 2026, buying an estimated $225K and bringing the position to 227,568 shares worth $10M. The position accounts for 8.98% of the portfolio, ranked #2.

Stonebridge Wealth Management first reported a position in DDLS in Q2 2025 and has held it in 5 quarters since. 13 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

  • Stonebridge Wealth Management held 227,568 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $10M as of Q2 2026.
  • Stonebridge Wealth Management bought 4,983 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $225K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 8.98% of Stonebridge Wealth Management's portfolio in Q2 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 5 quarters since.
  • 13 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.