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Alpine Bank Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Alpine Bank Wealth Management’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
2025
Q4 		– Sell
-207
Closed -$16.5K – 218
2025
Q3 		$16.5K Hold
207
– – ﹤0.01% 353
2025
Q2 		$15.5K Buy
+207
New +$14.5K ﹤0.01% 359

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $103B AUM 28.65% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Alpine Bank Wealth Management's DLS Position: Q4 2025 in Review

Alpine Bank Wealth Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q4 2025, closing a stake of 207 shares — an estimated $16.5K sold.

Alpine Bank Wealth Management first reported a position in DLS in Q2 2025 and held it in 2 quarters. The position peaked at $16.5K in Q3 2025. 198 funds tracked by Wall St. Rank hold DLS as of Q4 2025.

  • Alpine Bank Wealth Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q4 2025 after selling out during the quarter.
  • Alpine Bank Wealth Management sold 207 WisdomTree International SmallCap Dividend Fund shares in Q4 2025, an estimated $16.5K.
  • Alpine Bank Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2025 and held it in 2 quarters.
  • Alpine Bank Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $16.5K in Q3 2025.
  • 198 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2025.

Based on Alpine Bank Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.