Beaird Harris Wealth Management
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Beaird Harris Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Beaird Harris Wealth Management’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 		$1.21M Sell
14,454
-160
-1% -$13.8K 0.08% 70
2026
Q1 		$1.19M Sell
14,614
-1,487
-9% -$126K 0.08% 71
2025
Q4 		$1.3M Sell
16,101
-517
-3% -$40.8K 0.09% 68
2025
Q3 		$1.32M Sell
16,618
-187
-1% -$14.6K 0.09% 64
2025
Q2 		$1.26M Sell
16,805
-80
-0.5% -$5.61K 0.1% 64
2025
Q1 		$1.11M Sell
16,885
-466
-3% -$30.4K 0.09% 60
2024
Q4 		$1.09M Buy
17,351
+176
+1% +$11.5K 0.09% 62
2024
Q3 		$1.19M Sell
17,175
-969
-5% -$64.2K 0.1% 58
2024
Q2 		$1.15M Sell
18,144
-2,552
-12% -$166K 0.11% 55
2024
Q1 		$1.35M Sell
20,696
-291
-1% -$18.4K 0.13% 49
2023
Q4 		$1.34M Sell
20,987
-758
-3% -$44.4K 0.14% 48
2023
Q3 		$1.25M Sell
21,745
-321
-1% -$19.2K 0.15% 45
2023
Q2 		$1.31M Sell
22,066
-3,081
-12% -$188K 0.16% 42
2023
Q1 		$1.53M Sell
25,147
-107
-0.4% -$6.55K 0.28% 37
2022
Q4 		$1.46M Sell
25,254
-8,613
-25% -$479K 0.27% 36
2022
Q3 		$1.74M Sell
33,867
-3,576
-10% -$208K 0.38% 30
2022
Q2 		$2.19M Sell
37,443
-428
-1% -$27.4K 0.6% 21
2022
Q1 		$2.6M Sell
37,871
-697
-2% -$48.9K 0.94% 19
2021
Q4 		$2.84M Buy
+38,568
New +$2.84M 1.04% 12

Other funds holding DLS

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LRI Investments
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
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Beaird Harris Wealth Management's DLS Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.1% in Q2 2026, selling an estimated $13.8K and leaving 14,454 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #70.

Beaird Harris Wealth Management first reported a position in DLS in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.84M in Q4 2021. 207 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Beaird Harris Wealth Management held 14,454 shares of WisdomTree International SmallCap Dividend Fund worth $1.21M as of Q2 2026.
  • Beaird Harris Wealth Management sold 160 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $13.8K.
  • WisdomTree International SmallCap Dividend Fund made up 0.08% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #70 holding.
  • Beaird Harris Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $2.84M in Q4 2021.
  • 207 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.