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

Clearwater Capital 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	$218K	Hold	2,600	–	–	0.02%	176
2026 Q1	$212K	Hold	2,600	–	–	0.02%	171
2025 Q4	$211K	Hold	2,600	–	–	0.02%	158
2025 Q3	$207K	Buy	+2,600	New	+$202K	0.02%	163
2020 Q1	–	Sell	-2,831	Closed	-$201K	–	148
2019 Q4	$201K	Sell	2,831 -645	-19%	-$43.5K	0.03%	173
2019 Q3	$221K	Hold	3,476	–	–	0.04%	173
2019 Q2	$226K	Hold	3,476	–	–	0.04%	180
2019 Q1	$229K	Hold	3,476	–	–	0.04%	185
2018 Q4	$210K	Hold	3,476	–	–	0.05%	188
2018 Q3	$247K	Hold	3,476	–	–	0.05%	175
2018 Q2	$250K	Hold	3,476	–	–	0.05%	171
2018 Q1	$266K	Buy	3,476 +120	+4%	+$9.34K	0.05%	163
2017 Q4	$258K	Buy	3,356 +300	+10%	+$22.4K	0.06%	158
2017 Q3	$226K	Sell	3,056 -49	-2%	-$3.52K	0.05%	159
2017 Q2	$214K	Sell	3,105 -615	-17%	-$42.1K	0.05%	155
2017 Q1	$243K	Buy	+3,720	New	+$237K	0.07%	145

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

Clearwater Capital Advisors's DLS Position: Q2 2026 in Review

Clearwater Capital Advisors held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 2,600 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #176.

Clearwater Capital Advisors first reported a position in DLS in Q1 2017 and has held it in 16 quarters since. The position peaked at $266K in Q1 2018. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Clearwater Capital Advisors held 2,600 shares of WisdomTree International SmallCap Dividend Fund worth $218K as of Q2 2026.
Clearwater Capital Advisors left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up 0.02% of Clearwater Capital Advisors's portfolio in Q2 2026, its #176 holding.
Clearwater Capital Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2017 and has held it in 16 quarters since.
Clearwater Capital Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $266K in Q1 2018.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

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