UBS Group
DDLS icon

UBS Group’s WisdomTree Dynamic International SmallCap Equity Fund DDLS Stock Holding History

UBS Group’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 		$37.7K Sell
867
-270
-24% -$12.1K ﹤0.01% 7547
2025
Q4 		$48.9K Buy
1,137
+270
+31% +$11.3K ﹤0.01% 7227
2025
Q3 		$36.4K Sell
867
-14,068
-94% -$579K ﹤0.01% 7780
2025
Q2 		$590K Buy
14,935
+14,646
+5,068% +$545K ﹤0.01% 5871
2025
Q1 		$10.2K Buy
+289
New +$10.2K ﹤0.01% 8637
2024
Q4 		– Sell
-166
Closed -$6.07K – 10005
2024
Q3 		$6.07K Buy
166
+130
+361% +$4.59K ﹤0.01% 7996
2024
Q2 		$1.24K Sell
36
-187
-84% -$6.44K ﹤0.01% 8618
2024
Q1 		$7.66K Buy
+223
New +$7.37K ﹤0.01% 7371
2023
Q1 		– Sell
-85
Closed -$2.55K – 9717
2022
Q4 		$2.55K Buy
+85
New +$2.52K ﹤0.01% 9661
2022
Q1 		– Sell
-136
Closed -$5K – 10361
2021
Q4 		$5K Buy
+136
New +$4.74K ﹤0.01% 9384
2021
Q1 		– Sell
-347
Closed -$11K – 9067
2020
Q4 		$11K Sell
347
-485
-58% -$14.2K ﹤0.01% 7400
2020
Q3 		$23K Sell
832
-833
-50% -$22.7K ﹤0.01% 6195
2020
Q2 		$44K Sell
1,665
-10,516
-86% -$264K ﹤0.01% 5954
2020
Q1 		$282K Buy
12,181
+11,210
+1,154% +$329K ﹤0.01% 4443
2019
Q4 		$32K Buy
+971
New +$30.6K ﹤0.01% 6598
2019
Q1 		– Sell
-1,074
Closed -$29K – 7786
2018
Q4 		$29K Buy
+1,074
New +$31.4K ﹤0.01% 6502
2018
Q3 		– Sell
-1,210
Closed -$38K – 8018
2018
Q2 		$38K Buy
1,210
+366
+43% +$12.1K ﹤0.01% 6209
2018
Q1 		$28K Buy
+844
New +$28.1K ﹤0.01% 6144

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

UBS Group's DDLS Position: Q1 2026 in Review

UBS Group reduced its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 24% in Q1 2026, selling an estimated $12.1K and leaving 867 shares worth $37.7K. The position accounts for ﹤0.01% of the portfolio, ranked #7547.

UBS Group first reported a position in DDLS in Q1 2018 and has held it in 18 quarters since. The position peaked at $590K in Q2 2025. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • UBS Group held 867 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $37.7K as of Q1 2026.
  • UBS Group sold 270 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $12.1K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #7547 holding.
  • UBS Group first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2018 and has held it in 18 quarters since.
  • UBS Group's WisdomTree Dynamic International SmallCap Equity Fund position peaked at $590K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.