Bannerman Wealth Management Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bannerman Wealth Management 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 Q3	$298K	Buy	3,419 +60	+2%	+$5.23K	0.17%	29
2026 Q2	$281K	Hold	3,359	–	–	0.16%	32
2026 Q1	$274K	Sell	3,359 -359	-10%	-$30.4K	0.18%	29
2025 Q4	$301K	Sell	3,718 -98	-3%	-$7.74K	0.21%	29
2025 Q3	$303K	Sell	3,816 -178	-4%	-$13.9K	0.22%	29
2025 Q2	$300K	Sell	3,994 -197	-5%	-$13.8K	0.23%	33
2025 Q1	$277K	Buy	4,191 +66	+2%	+$4.3K	0.23%	29
2024 Q4	$260K	Buy	+4,125	New	+$268K	0.21%	29

Other funds holding DLS

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.03B AUM

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Bannerman Wealth Management Group's DLS Position: Q3 2026 in Review

Bannerman Wealth Management Group increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.8% in Q3 2026, buying an estimated $5.23K and bringing the position to 3,419 shares worth $298K. The position accounts for 0.17% of the portfolio, ranked #29.

Bannerman Wealth Management Group first reported a position in DLS in Q4 2024 and has held it in 8 quarters since. The position peaked at $303K in Q3 2025. 156 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

Bannerman Wealth Management Group held 3,419 shares of WisdomTree International SmallCap Dividend Fund worth $298K as of Q3 2026.
Bannerman Wealth Management Group bought 60 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $5.23K.
WisdomTree International SmallCap Dividend Fund made up 0.17% of Bannerman Wealth Management Group's portfolio in Q3 2026, its #29 holding.
Bannerman Wealth Management Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 8 quarters since.
Bannerman Wealth Management Group's WisdomTree International SmallCap Dividend Fund position peaked at $303K in Q3 2025.
156 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q3 2026, filed 9 Oct 2026.