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Beacon Investment Advisory Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Beacon Investment Advisory Services’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 		$41.9K Hold
500
– – ﹤0.01% 458
2026
Q1 		$40.8K Buy
+500
New +$42.3K ﹤0.01% 465

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
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Beacon Investment Advisory Services's DLS Position: Q2 2026 in Review

Beacon Investment Advisory Services held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 500 shares worth $41.9K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Beacon Investment Advisory Services first reported a position in DLS in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Beacon Investment Advisory Services held 500 shares of WisdomTree International SmallCap Dividend Fund worth $41.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #458 holding.
  • Beacon Investment Advisory Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.