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Atomi Financial Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Atomi Financial Group’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
Q1 		$6.78M Sell
83,147
-2,254
-3% -$191K 0.21% 89
2025
Q4 		$6.92M Sell
85,401
-7,023
-8% -$555K 0.2% 88
2025
Q3 		$7.35M Buy
92,424
+6,262
+7% +$488K 0.24% 79
2025
Q2 		$6.47M Sell
86,162
-779
-0.9% -$54.6K 0.24% 77
2025
Q1 		$5.74M Buy
86,941
+11,481
+15% +$748K 0.26% 76
2024
Q4 		$4.75M Buy
75,460
+20,136
+36% +$1.31M 0.24% 82
2024
Q3 		$3.82M Sell
55,324
-43,043
-44% -$2.85M 0.24% 83
2024
Q2 		$6.24M Buy
98,367
+34,828
+55% +$2.26M 0.46% 41
2024
Q1 		$4.14M Buy
63,539
+49,277
+346% +$3.12M 0.38% 55
2023
Q4 		$911K Buy
14,262
+5,980
+72% +$350K 0.13% 146
2023
Q3 		$476K Buy
+8,282
New +$495K 0.16% 164

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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 $94.2B AUM 21.24% 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 $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return