Bruce G. Allen Investments’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bruce G. Allen Investments’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	$886K	Sell	10,580 -2,162	-17%	-$186K	0.56%	21
2026 Q1	$1.04M	Sell	12,742 -810	-6%	-$68.5K	0.68%	17
2025 Q4	$1.1M	Sell	13,552 -68	-0.5%	-$5.37K	0.74%	16
2025 Q3	$1.08M	Sell	13,620 -601	-4%	-$46.8K	0.78%	16
2025 Q2	$1.07M	Buy	14,221 +43	+0.3%	+$3.02K	0.81%	15
2025 Q1	$936K	Buy	14,178 +44	+0.3%	+$2.87K	0.74%	16
2024 Q4	$890K	Sell	14,134 -170	-1%	-$11.1K	0.72%	16
2024 Q3	$988K	Buy	14,304 +90	+0.6%	+$5.96K	0.77%	18
2024 Q2	$902K	Buy	14,214 +221	+2%	+$14.3K	0.76%	19
2024 Q1	$913K	Buy	13,993 +546	+4%	+$34.6K	0.75%	19
2023 Q4	$859K	Buy	+13,447	New	+$787K	0.78%	18

Other funds holding DLS

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Bruce G. Allen Investments's DLS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 17% in Q2 2026, selling an estimated $186K and leaving 10,580 shares worth $886K. The position accounts for 0.56% of the portfolio, ranked #21.

Bruce G. Allen Investments first reported a position in DLS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q4 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Bruce G. Allen Investments held 10,580 shares of WisdomTree International SmallCap Dividend Fund worth $886K as of Q2 2026.
Bruce G. Allen Investments sold 2,162 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $186K.
WisdomTree International SmallCap Dividend Fund made up 0.56% of Bruce G. Allen Investments's portfolio in Q2 2026, its #21 holding.
Bruce G. Allen Investments first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's WisdomTree International SmallCap Dividend Fund position peaked at $1.1M in Q4 2025.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.