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

Cahill Financial 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
2026
Q2 		$423K Buy
5,051
+41
+0.8% +$3.53K 0.04% 202
2026
Q1 		$408K Sell
5,010
-183
-4% -$15.5K 0.04% 201
2025
Q4 		$421K Sell
5,193
-2,961
-36% -$234K 0.05% 195
2025
Q3 		$648K Buy
8,154
+23
+0.3% +$1.79K 0.07% 151
2025
Q2 		$611K Buy
8,131
+68
+0.8% +$4.77K 0.08% 147
2025
Q1 		$532K Buy
8,063
+227
+3% +$14.8K 0.07% 158
2024
Q4 		$493K Buy
7,836
+184
+2% +$12K 0.07% 164
2024
Q3 		$528K Buy
7,652
+110
+1% +$7.29K 0.07% 161
2024
Q2 		$478K Buy
7,542
+157
+2% +$10.2K 0.07% 177
2024
Q1 		$482K Buy
7,385
+139
+2% +$8.81K 0.07% 175
2023
Q4 		$463K Sell
7,246
-257
-3% -$15K 0.07% 167
2023
Q3 		$431K Buy
7,503
+95
+1% +$5.68K 0.07% 166
2023
Q2 		$441K Sell
7,408
-108
-1% -$6.59K 0.07% 171
2023
Q1 		$458K Sell
7,516
-9
-0.1% -$551 0.08% 158
2022
Q4 		$436K Sell
7,525
-4,338
-37% -$241K 0.08% 157
2022
Q3 		$610K Sell
11,863
-2,048
-15% -$119K 0.13% 142
2022
Q2 		$812K Buy
13,911
+500
+4% +$32K 0.17% 116
2022
Q1 		$921K Buy
13,411
+2,807
+26% +$197K 0.17% 116
2021
Q4 		$781K Sell
10,604
-35
-0.3% -$2.58K 0.15% 124
2021
Q3 		$790K Buy
10,639
+55
+0.5% +$4.19K 0.16% 125
2021
Q2 		$790K Buy
10,584
+193
+2% +$14.6K 0.18% 111
2021
Q1 		$751K Buy
10,391
+61
+0.6% +$4.32K 0.18% 107
2020
Q4 		$704K Sell
10,330
-115
-1% -$7.31K 0.18% 106
2020
Q3 		$626K Buy
10,445
+1,978
+23% +$116K 0.23% 93
2020
Q2 		$472K Sell
8,467
-5,745
-40% -$304K 0.18% 101
2020
Q1 		$683K Sell
14,212
-210
-1% -$13.1K 0.32% 78
2019
Q4 		$1.03M Buy
14,422
+518
+4% +$34.9K 0.37% 74
2019
Q3 		$884K Sell
13,904
-103
-0.7% -$6.51K 0.34% 78
2019
Q2 		$911K Buy
14,007
+1,553
+12% +$102K 0.36% 73
2019
Q1 		$820K Buy
12,454
+1,600
+15% +$104K 0.34% 77
2018
Q4 		$655K Buy
+10,854
New +$703K 0.33% 79

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Cahill Financial Advisors's DLS Position: Q2 2026 in Review

Cahill Financial Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.82% in Q2 2026, buying an estimated $3.53K and bringing the position to 5,051 shares worth $423K. The position accounts for 0.04% of the portfolio, ranked #202.

Cahill Financial Advisors first reported a position in DLS in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.03M in Q4 2019. 152 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Cahill Financial Advisors held 5,051 shares of WisdomTree International SmallCap Dividend Fund worth $423K as of Q2 2026.
  • Cahill Financial Advisors bought 41 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $3.53K.
  • WisdomTree International SmallCap Dividend Fund made up 0.04% of Cahill Financial Advisors's portfolio in Q2 2026, its #202 holding.
  • Cahill Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2018 and has held it in 31 quarters since.
  • Cahill Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $1.03M in Q4 2019.
  • 152 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.