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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
Q2 		$7.61M Buy
90,795
+7,648
+9% +$659K 0.2% 96
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 $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
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
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Atomi Financial Group's DLS Position: Q2 2026 in Review

Atomi Financial Group increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 9.2% in Q2 2026, buying an estimated $659K and bringing the position to 90,795 shares worth $7.61M. The position accounts for 0.2% of the portfolio, ranked #96.

Atomi Financial Group first reported a position in DLS in Q3 2023 and has held it in 12 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Atomi Financial Group held 90,795 shares of WisdomTree International SmallCap Dividend Fund worth $7.61M as of Q2 2026.
  • Atomi Financial Group bought 7,648 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $659K.
  • WisdomTree International SmallCap Dividend Fund made up 0.2% of Atomi Financial Group's portfolio in Q2 2026, its #96 holding.
  • Atomi Financial Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.