Arax Advisory Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Arax Advisory Partners’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	$143K	Sell	1,702 -114	-6%	-$9.82K	﹤0.01%	2480
2026 Q1	$148K	Buy	1,816 +1,507	+488%	+$127K	﹤0.01%	1209
2025 Q4	$25K	Buy	309 +163	+112%	+$12.9K	﹤0.01%	1994
2025 Q3	$11.7K	Sell	146 -1	-0.7%	-$78	﹤0.01%	2526
2025 Q2	$11K	Buy	+147	New	+$10.3K	﹤0.01%	1917

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

Arax Advisory Partners's DLS Position: Q2 2026 in Review

Arax Advisory Partners reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 6.3% in Q2 2026, selling an estimated $9.82K and leaving 1,702 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #2480.

Arax Advisory Partners first reported a position in DLS in Q2 2025 and has held it in 5 quarters since. The position peaked at $148K in Q1 2026. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Arax Advisory Partners held 1,702 shares of WisdomTree International SmallCap Dividend Fund worth $143K as of Q2 2026.
Arax Advisory Partners sold 114 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $9.82K.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2480 holding.
Arax Advisory Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
Arax Advisory Partners's WisdomTree International SmallCap Dividend Fund position peaked at $148K in Q1 2026.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.