AC
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AlphaCore Capital’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

AlphaCore Capital’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
Q1 		– Sell
-185
Closed -$15K – 1304
2025
Q4 		$15K Hold
185
– – ﹤0.01% 1286
2025
Q3 		$14.7K Hold
185
– – ﹤0.01% 967
2025
Q2 		$13.9K Sell
185
-570
-75% -$40K ﹤0.01% 932
2025
Q1 		$49.8K Buy
+755
New +$49.2K ﹤0.01% 593
2024
Q1 		– Sell
-185
Closed -$11.8K – 200
2023
Q4 		$11.8K Hold
185
– – ﹤0.01% 329
2023
Q3 		$10.6K Hold
185
– – ﹤0.01% 324
2023
Q2 		$11K Buy
+185
New +$11.3K ﹤0.01% 290

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return