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

Apella 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 Q2	$484K	Sell	5,706 -175	-3%	-$15.1K	0.01%	479
2026 Q1	$517K	Hold	5,881	–	–	0.01%	462
2025 Q4	$476K	Buy	5,881 +175	+3%	+$13.8K	0.01%	369
2025 Q3	$448K	Hold	5,706	–	–	0.01%	343
2025 Q2	$426K	Hold	5,706	–	–	0.01%	312
2025 Q1	$362K	Hold	5,706	–	–	0.01%	282
2024 Q4	$359K	Buy	+5,706	New	+$371K	0.01%	258

Other funds holding DLS

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Apella Capital's DLS Position: Q2 2026 in Review

Apella Capital reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 3% in Q2 2026, selling an estimated $15.1K and leaving 5,706 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #479.

Apella Capital first reported a position in DLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $517K in Q1 2026. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Apella Capital held 5,706 shares of WisdomTree International SmallCap Dividend Fund worth $484K as of Q2 2026.
Apella Capital sold 175 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $15.1K.
WisdomTree International SmallCap Dividend Fund made up 0.01% of Apella Capital's portfolio in Q2 2026, its #479 holding.
Apella Capital first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Apella Capital's WisdomTree International SmallCap Dividend Fund position peaked at $517K in Q1 2026.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.