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

Tradition 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
2024 Q1	–	Sell	-694	Closed	-$23K	–	573
2023 Q4	$23K	Hold	694	–	–	﹤0.01%	795
2023 Q3	$21K	Hold	694	–	–	﹤0.01%	827
2023 Q2	$22K	Hold	694	–	–	﹤0.01%	852
2023 Q1	$22K	Hold	694	–	–	﹤0.01%	812
2022 Q4	$21K	Hold	694	–	–	﹤0.01%	739
2022 Q3	$19K	Hold	694	–	–	﹤0.01%	770
2022 Q2	$21K	Hold	694	–	–	﹤0.01%	636
2022 Q1	$23K	Hold	694	–	–	﹤0.01%	686
2021 Q4	$24K	Hold	694	–	–	﹤0.01%	687
2021 Q3	$24K	Hold	694	–	–	﹤0.01%	683
2021 Q2	$24K	Hold	694	–	–	﹤0.01%	716
2021 Q1	$23K	Hold	694	–	–	﹤0.01%	610
2020 Q4	$21K	Buy	+694	New	+$20.2K	﹤0.01%	582

Other funds holding DDLS

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

HNW

High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

ECM

Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Tradition Wealth Management's DDLS Position: Q1 2024 in Review

Tradition Wealth Management sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2024, closing a stake of 694 shares — an estimated $23K sold.

Tradition Wealth Management first reported a position in DDLS in Q4 2020 and held it in 13 quarters. The position peaked at $24K in Q4 2021. 24 funds tracked by Wall St. Rank hold DDLS as of Q1 2024.

Tradition Wealth Management reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 694 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2024, an estimated $23K.
Tradition Wealth Management first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $24K in Q4 2021.
24 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.