CFD
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Creative Financial Designs’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Creative Financial Designs’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 		$38.7K Buy
462
+251
+119% +$21.6K ﹤0.01% 1095
2026
Q1 		$17.2K Buy
211
+18
+9% +$1.52K ﹤0.01% 1243
2025
Q4 		$15.6K Sell
193
-28
-13% -$2.21K ﹤0.01% 1218
2025
Q3 		$17.6K Hold
221
– – ﹤0.01% 1186
2025
Q2 		$16.6K Sell
221
-53
-19% -$3.72K ﹤0.01% 1193
2025
Q1 		$18.1K Sell
274
-64
-19% -$4.17K ﹤0.01% 1115
2024
Q4 		$21.3K Sell
338
-77
-19% -$5.01K ﹤0.01% 1030
2024
Q3 		$28.7K Sell
415
-1,352
-77% -$89.6K ﹤0.01% 939
2024
Q2 		$112K Buy
1,767
+83
+5% +$5.38K 0.01% 561
2024
Q1 		$110K Buy
1,684
+799
+90% +$50.6K 0.01% 548
2023
Q4 		$56.5K Sell
885
-202
-19% -$11.8K 0.01% 653
2023
Q3 		$62.4K Buy
1,087
+16
+1% +$957 0.01% 578
2023
Q2 		$63.7K Buy
1,071
+181
+20% +$11K 0.01% 575
2023
Q1 		$54.2K Buy
890
+2
+0.2% +$123 0.01% 580
2022
Q4 		$51.4K Sell
888
-53
-6% -$2.94K 0.01% 565
2022
Q3 		$48K Sell
941
-26
-3% -$1.51K 0.01% 557
2022
Q2 		$56K Buy
967
+24
+3% +$1.53K 0.01% 525
2022
Q1 		$65K Buy
943
+228
+32% +$16K 0.01% 504
2021
Q4 		$53K Sell
715
-33
-4% -$2.43K 0.01% 560
2021
Q3 		$56K Buy
748
+210
+39% +$16K 0.01% 586
2021
Q2 		$40K Buy
538
+326
+154% +$24.6K 0.01% 662
2021
Q1 		$15K Hold
212
– – ﹤0.01% 846
2020
Q4 		$14K Buy
+212
New +$13.5K ﹤0.01% 786
2020
Q1 		– Sell
-25
Closed -$2K – 490
2019
Q4 		$2K Hold
25
– – ﹤0.01% 502
2019
Q3 		$2K Hold
25
– – ﹤0.01% 545
2019
Q2 		$2K Hold
25
– – ﹤0.01% 506
2019
Q1 		$2K Hold
25
– – ﹤0.01% 494
2018
Q4 		$2K Hold
25
– – ﹤0.01% 506
2018
Q3 		$2K Hold
25
– – ﹤0.01% 637
2018
Q2 		$2K Buy
+25
New +$1.9K ﹤0.01% 646

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
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

Creative Financial Designs's DLS Position: Q2 2026 in Review

Creative Financial Designs increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 119% in Q2 2026, buying an estimated $21.6K and bringing the position to 462 shares worth $38.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Creative Financial Designs first reported a position in DLS in Q2 2018 and has held it in 30 quarters since. The position peaked at $112K in Q2 2024. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Creative Financial Designs held 462 shares of WisdomTree International SmallCap Dividend Fund worth $38.7K as of Q2 2026.
  • Creative Financial Designs bought 251 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $21.6K.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1095 holding.
  • Creative Financial Designs first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2018 and has held it in 30 quarters since.
  • Creative Financial Designs's WisdomTree International SmallCap Dividend Fund position peaked at $112K in Q2 2024.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.