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Costello Asset Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Costello Asset 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 		– Sell
-61
Closed -$4.01K – 693
2025
Q1 		$4.01K Buy
+61
New +$3.97K ﹤0.01% 557

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
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
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Costello Asset Management's DLS Position: Q2 2025 in Review

Costello Asset Management sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2025, closing a stake of 61 shares — an estimated $4.01K sold.

Costello Asset Management first reported a position in DLS in Q1 2025 and held it in 1 quarter. The position peaked at $4.01K in Q1 2025. 196 funds tracked by Wall St. Rank hold DLS as of Q2 2025.

  • Costello Asset Management reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Costello Asset Management sold 61 WisdomTree International SmallCap Dividend Fund shares in Q2 2025, an estimated $4.01K.
  • Costello Asset Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2025 and held it in 1 quarter.
  • Costello Asset Management's WisdomTree International SmallCap Dividend Fund position peaked at $4.01K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2025.

Based on Costello Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.