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

United Advisor 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
Q2 		$1.08M Buy
24,590
+977
+4% +$44.1K 0.11% 203
2026
Q1 		$1.03M Buy
23,613
+2
+0% +$89 0.13% 184
2025
Q4 		$1.01M Sell
23,611
-793
-3% -$33.3K 0.13% 174
2025
Q3 		$1.02M Buy
24,404
+3,425
+16% +$141K 0.14% 164
2025
Q2 		$829K Buy
20,979
+1,791
+9% +$66.6K 0.14% 151
2025
Q1 		$678K Sell
19,188
-1,686
-8% -$59.7K 0.14% 151
2024
Q4 		$730K Buy
20,874
+5,702
+38% +$200K 0.14% 157
2024
Q3 		$555K Buy
15,172
+2,203
+17% +$77.8K 0.13% 169
2024
Q2 		$446K Buy
12,969
+6,575
+103% +$227K 0.14% 145
2024
Q1 		$220K Buy
+6,394
New +$211K 0.08% 196

Other funds holding DDLS

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Advisor Group's DDLS Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 4.1% in Q2 2026, buying an estimated $44.1K and bringing the position to 24,590 shares worth $1.08M. The position accounts for 0.11% of the portfolio, ranked #203.

United Advisor Group first reported a position in DDLS in Q1 2024 and has held it in 10 quarters since. 41 funds tracked by Wall St. Rank hold DDLS as of Q2 2026.

  • United Advisor Group held 24,590 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $1.08M as of Q2 2026.
  • United Advisor Group bought 977 WisdomTree Dynamic International SmallCap Equity Fund shares in Q2 2026, an estimated $44.1K.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.11% of United Advisor Group's portfolio in Q2 2026, its #203 holding.
  • United Advisor Group first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2024 and has held it in 10 quarters since.
  • 41 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.