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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

AlphaCore Capital's DLS Position: Q1 2026 in Review

AlphaCore Capital sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2026, closing a stake of 185 shares — an estimated $15K sold.

AlphaCore Capital first reported a position in DLS in Q2 2023 and held it in 7 quarters. The position peaked at $49.8K in Q1 2025. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

AlphaCore Capital reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
AlphaCore Capital sold 185 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $15K.
AlphaCore Capital first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2023 and held it in 7 quarters.
AlphaCore Capital's WisdomTree International SmallCap Dividend Fund position peaked at $49.8K in Q1 2025.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.