Bellwether Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bellwether Advisors’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
2025 Q3	–	Sell	-1,225	Closed	-$92K	–	253
2025 Q2	$92K	Hold	1,225	–	–	0.02%	180
2025 Q1	$80.9K	Hold	1,225	–	–	0.02%	192
2024 Q4	$77.1K	Buy	+1,225	New	+$79.7K	0.01%	199
2023 Q2	–	Sell	-1,225	Closed	-$74.7K	–	186
2023 Q1	$74.7K	Hold	1,225	–	–	0.02%	165
2022 Q4	$71K	Hold	1,225	–	–	0.02%	169
2022 Q3	$63K	Hold	1,225	–	–	0.02%	139
2022 Q2	$71K	Hold	1,225	–	–	0.02%	144
2022 Q1	$84K	Sell	1,225 -18	-1%	-$1.26K	0.03%	165
2021 Q4	$91K	Buy	+1,243	New	+$91.5K	0.03%	157

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bellwether Advisors's DLS Position: Q3 2025 in Review

Bellwether Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2025, closing a stake of 1,225 shares — an estimated $92K sold.

Bellwether Advisors first reported a position in DLS in Q4 2021 and held it in 9 quarters. The position peaked at $92K in Q2 2025. 196 funds tracked by Wall St. Rank hold DLS as of Q3 2025.

Bellwether Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 1,225 WisdomTree International SmallCap Dividend Fund shares in Q3 2025, an estimated $92K.
Bellwether Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and held it in 9 quarters.
Bellwether Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $92K in Q2 2025.
196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.