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U.S. Capital Wealth Advisors’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

U.S. Capital Wealth 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
2023
Q1 		– Sell
-350
Closed -$10.5K – 835
2022
Q4 		$10.5K Buy
+350
New +$10.4K ﹤0.01% 1262

Other funds holding DDLS

CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ECM
Exchange Capital Management Ann Arbor, Michigan $670M AUM 14.6% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

U.S. Capital Wealth Advisors's DDLS Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of WisdomTree Dynamic International SmallCap Equity Fund (DDLS) in Q1 2023, closing a stake of 350 shares — an estimated $10.5K sold.

U.S. Capital Wealth Advisors first reported a position in DDLS in Q4 2022 and held it in 1 quarter. The position peaked at $10.5K in Q4 2022. 22 funds tracked by Wall St. Rank hold DDLS as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining WisdomTree Dynamic International SmallCap Equity Fund position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 350 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2023, an estimated $10.5K.
  • U.S. Capital Wealth Advisors first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $10.5K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.