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

Clearstead 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	$267K	Buy	3,186 +2	+0.1%	+$172	﹤0.01%	967
2026 Q1	$260K	Hold	3,184	–	–	﹤0.01%	913
2025 Q4	$258K	Hold	3,184	–	–	﹤0.01%	858
2025 Q3	$253K	Sell	3,184 -644	-17%	-$50.1K	﹤0.01%	827
2025 Q2	$288K	Buy	3,828 +90	+2%	+$6.31K	﹤0.01%	779
2025 Q1	$247K	Buy	3,738 +3,113	+498%	+$203K	﹤0.01%	763
2024 Q4	$39.3K	Sell	625 -3,172	-84%	-$206K	﹤0.01%	1219
2024 Q3	$262K	Sell	3,797 -19	-0.5%	-$1.26K	﹤0.01%	766
2024 Q2	$242K	Buy	+3,816	New	+$248K	﹤0.01%	756

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

Clearstead Advisors's DLS Position: Q2 2026 in Review

Clearstead Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.06% in Q2 2026, buying an estimated $172 and bringing the position to 3,186 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #967.

Clearstead Advisors first reported a position in DLS in Q2 2024 and has held it in 9 quarters since. The position peaked at $288K in Q2 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Clearstead Advisors held 3,186 shares of WisdomTree International SmallCap Dividend Fund worth $267K as of Q2 2026.
Clearstead Advisors bought 2 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $172.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #967 holding.
Clearstead Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $288K in Q2 2025.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.