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

Aptus Capital Advisors’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	$100K	Buy	1,199 +220	+22%	+$19K	﹤0.01%	1255
2026 Q1	$79.8K	Buy	979 +432	+79%	+$36.5K	﹤0.01%	1195
2025 Q4	$44.3K	Hold	547	–	–	﹤0.01%	1308
2025 Q3	$43.5K	Hold	547	–	–	﹤0.01%	1251
2025 Q2	$41.1K	Hold	547	–	–	﹤0.01%	1207
2025 Q1	$36.1K	Hold	547	–	–	﹤0.01%	1145
2024 Q4	$34.4K	Sell	547 -33	-6%	-$2.15K	﹤0.01%	1150
2024 Q3	$40K	Sell	580 -947	-62%	-$62.7K	﹤0.01%	963
2024 Q2	$96.9K	Sell	1,527 -93	-6%	-$6.03K	﹤0.01%	824
2024 Q1	$106K	Buy	1,620 +1,616	+40,400%	+$102K	﹤0.01%	814
2023 Q4	$255	Buy	+4	New	+$234	﹤0.01%	908

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

Aptus Capital Advisors's DLS Position: Q2 2026 in Review

Aptus Capital Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 22% in Q2 2026, buying an estimated $19K and bringing the position to 1,199 shares worth $100K. The position accounts for ﹤0.01% of the portfolio, ranked #1255.

Aptus Capital Advisors first reported a position in DLS in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q1 2024. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Aptus Capital Advisors held 1,199 shares of WisdomTree International SmallCap Dividend Fund worth $100K as of Q2 2026.
Aptus Capital Advisors bought 220 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $19K.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1255 holding.
Aptus Capital Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Aptus Capital Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $106K in Q1 2024.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.