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 Q3	$1.09M	Buy	12,668 +6,962	+122%	+$607K	0.01%	386
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

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital's DLS Position: Q3 2026 in Review

Apella Capital increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 122% in Q3 2026, buying an estimated $607K and bringing the position to 12,668 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #386.

Apella Capital first reported a position in DLS in Q4 2024 and has held it in 8 quarters since. 44 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

Apella Capital held 12,668 shares of WisdomTree International SmallCap Dividend Fund worth $1.09M as of Q3 2026.
Apella Capital bought 6,962 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $607K.
WisdomTree International SmallCap Dividend Fund made up 0.01% of Apella Capital's portfolio in Q3 2026, its #386 holding.
Apella Capital first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
44 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.