Congress Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Congress Wealth Management’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
2025 Q2	$8.33M	Buy	110,966 +418	+0.4%	+$29.3K	0.08%	284
2025 Q1	$7.3M	Buy	110,548 +7,756	+8%	+$505K	0.09%	261
2024 Q4	$6.47M	Buy	102,792 +843	+0.8%	+$54.9K	0.09%	252
2024 Q3	$7.04M	Buy	+101,949	New	+$6.75M	0.09%	253

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Congress Wealth Management's DLS Position: Q2 2025 in Review

Congress Wealth Management increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.38% in Q2 2025, buying an estimated $29.3K and bringing the position to 110,966 shares worth $8.33M. The position accounts for 0.08% of the portfolio, ranked #284.

Congress Wealth Management first reported a position in DLS in Q3 2024 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold DLS as of Q2 2025.

Congress Wealth Management held 110,966 shares of WisdomTree International SmallCap Dividend Fund worth $8.33M as of Q2 2025.
Congress Wealth Management bought 418 WisdomTree International SmallCap Dividend Fund shares in Q2 2025, an estimated $29.3K.
WisdomTree International SmallCap Dividend Fund made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #284 holding.
Congress Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2024 and has held it in 4 quarters since.
196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.