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BOK Financial’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

BOK Financial’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
Q2 		– Sell
-193
Closed -$12.7K – 1191
2025
Q1 		$12.7K Sell
193
-385
-67% -$25.1K ﹤0.01% 966
2024
Q4 		$35.4K Hold
578
– – ﹤0.01% 857
2024
Q3 		$38.9K Buy
+578
New +$38.3K ﹤0.01% 852
2017
Q4 		– Sell
-353
Closed -$26K – 939
2017
Q3 		$26K Buy
+353
New +$25.4K ﹤0.01% 1030

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BOK Financial's DLS Position: Q2 2025 in Review

BOK Financial sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2025, closing a stake of 193 shares — an estimated $12.7K sold.

BOK Financial first reported a position in DLS in Q3 2017 and held it in 4 quarters. The position peaked at $38.9K in Q3 2024. 196 funds tracked by Wall St. Rank hold DLS as of Q2 2025.

  • BOK Financial reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • BOK Financial sold 193 WisdomTree International SmallCap Dividend Fund shares in Q2 2025, an estimated $12.7K.
  • BOK Financial first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2017 and held it in 4 quarters.
  • BOK Financial's WisdomTree International SmallCap Dividend Fund position peaked at $38.9K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2025.

Based on BOK Financial's 13F filing for Q2 2025, filed 12 Aug 2025.