UAG
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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
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

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

United Advisor Group's DDLS Position: Q1 2026 in Review

United Advisor Group increased its WisdomTree Dynamic International SmallCap Equity Fund (DDLS) stake by 0.01% in Q1 2026, buying an estimated $89 and bringing the position to 23,613 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #184.

United Advisor Group first reported a position in DDLS in Q1 2024 and has held it in 9 quarters since. 43 funds tracked by Wall St. Rank hold DDLS as of Q1 2026.

  • United Advisor Group held 23,613 shares of WisdomTree Dynamic International SmallCap Equity Fund worth $1.03M as of Q1 2026.
  • United Advisor Group bought 2 WisdomTree Dynamic International SmallCap Equity Fund shares in Q1 2026, an estimated $89.
  • WisdomTree Dynamic International SmallCap Equity Fund made up 0.13% of United Advisor Group's portfolio in Q1 2026, its #184 holding.
  • United Advisor Group first reported a position in WisdomTree Dynamic International SmallCap Equity Fund in Q1 2024 and has held it in 9 quarters since.
  • 43 funds tracked by Wall St. Rank held WisdomTree Dynamic International SmallCap Equity Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.