Checchi Capital Advisers’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Checchi Capital Advisers’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	$3.93M	Sell	46,956 -12,303	-21%	-$1.06M	0.18%	97
2026 Q1	$4.83M	Sell	59,259 -10,741	-15%	-$908K	0.24%	73
2025 Q4	$5.67M	Sell	70,000 -8,291	-11%	-$655K	0.29%	64
2025 Q3	$6.22M	Sell	78,291 -13,805	-15%	-$1.07M	0.32%	62
2025 Q2	$6.92M	Sell	92,096 -33,838	-27%	-$2.37M	0.39%	60
2025 Q1	$8.31M	Sell	125,934 -31	-0%	-$2.02K	0.44%	50
2024 Q4	$7.93M	Buy	125,965 +885	+0.7%	+$57.6K	0.46%	54
2024 Q3	$8.64M	Sell	125,080 -2,575	-2%	-$171K	0.48%	44
2024 Q2	$8.1M	Buy	127,655 +7,720	+6%	+$501K	0.41%	48
2024 Q1	$7.82M	Sell	119,935 -18,503	-13%	-$1.17M	0.61%	46
2023 Q4	$8.84M	Buy	138,438 +113,583	+457%	+$6.65M	0.72%	40
2023 Q3	$1.43M	Sell	24,855 -1,705	-6%	-$102K	0.13%	128
2023 Q2	$1.58M	Sell	26,560 -185	-0.7%	-$11.3K	0.14%	118
2023 Q1	$1.63M	Hold	26,745	–	–	0.16%	117
2022 Q4	$1.55M	Sell	26,745 -61,731	-70%	-$3.43M	0.16%	117
2022 Q3	$4.55M	Sell	88,476 -15,497	-15%	-$902K	0.43%	58
2022 Q2	$6.38M	Buy	+103,973	New	+$6.64M	0.55%	41

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

Checchi Capital Advisers's DLS Position: Q2 2026 in Review

Checchi Capital Advisers reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 21% in Q2 2026, selling an estimated $1.06M and leaving 46,956 shares worth $3.93M. The position accounts for 0.18% of the portfolio, ranked #97.

Checchi Capital Advisers first reported a position in DLS in Q2 2022 and has held it in 17 quarters since. The position peaked at $8.84M in Q4 2023. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Checchi Capital Advisers held 46,956 shares of WisdomTree International SmallCap Dividend Fund worth $3.93M as of Q2 2026.
Checchi Capital Advisers sold 12,303 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $1.06M.
WisdomTree International SmallCap Dividend Fund made up 0.18% of Checchi Capital Advisers's portfolio in Q2 2026, its #97 holding.
Checchi Capital Advisers first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2022 and has held it in 17 quarters since.
Checchi Capital Advisers's WisdomTree International SmallCap Dividend Fund position peaked at $8.84M in Q4 2023.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.