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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.02M Buy
2025
Q2
$829K Buy
2025
Q1
$678K Sell
2024
Q4
$730K Buy
2024
Q3
$555K Buy
2024
Q2
$446K Buy
2024
Q1
$220K Buy