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Action Point Financial Planning’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Action Point Financial Planning’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$119K Buy
+1,425
New +$123K 0.01% 553

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Action Point Financial Planning's DLS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 1,425 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings.

205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Action Point Financial Planning held 1,425 shares of WisdomTree International SmallCap Dividend Fund worth $119K as of Q2 2026.
  • WisdomTree International SmallCap Dividend Fund was a new Action Point Financial Planning position in Q2 2026.
  • WisdomTree International SmallCap Dividend Fund made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #553 holding.
  • 205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.