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

Crewe 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 		$20.5K Hold
245
– – ﹤0.01% 614
2026
Q1 		$20K Hold
245
– – ﹤0.01% 521
2025
Q4 		$19.8K Hold
245
– – ﹤0.01% 493
2025
Q3 		$19.5K Hold
245
– – ﹤0.01% 501
2025
Q2 		$18.4K Hold
245
– – ﹤0.01% 383
2025
Q1 		$16.2K Hold
245
– – ﹤0.01% 371
2024
Q4 		$15.4K Hold
245
– – ﹤0.01% 383
2024
Q3 		$16.9K Hold
245
– – ﹤0.01% 423
2024
Q2 		$15.5K Hold
245
– – ﹤0.01% 597
2024
Q1 		$16K Hold
245
– – ﹤0.01% 529
2023
Q4 		$15.6K Hold
245
– – ﹤0.01% 177
2023
Q3 		$14.1K Hold
245
– – ﹤0.01% 219
2023
Q2 		$14.6K Sell
245
-30
-11% -$1.83K ﹤0.01% 368
2023
Q1 		$16.8K Buy
275
+45
+20% +$2.76K ﹤0.01% 463
2022
Q4 		$13.3K Buy
230
+35
+18% +$1.95K ﹤0.01% 493
2022
Q3 		$10K Buy
195
+40
+26% +$2.33K ﹤0.01% 658
2022
Q2 		$9K Buy
+155
New +$9.9K ﹤0.01% 617
2019
Q3 		– Sell
-90
Closed -$6K – 240
2019
Q2 		$6K Hold
90
– – ﹤0.01% 234
2019
Q1 		$6K Hold
90
– – ﹤0.01% 192
2018
Q4 		$5K Hold
90
– – ﹤0.01% 196
2018
Q3 		$6K Sell
90
-90
-50% -$6.43K 0.01% 206
2018
Q2 		$13K Buy
180
+90
+100% +$6.85K 0.01% 196
2018
Q1 		$7K Hold
90
– – 0.01% 228
2017
Q4 		$7K Buy
+90
New +$6.73K 0.01% 229

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

Crewe Advisors's DLS Position: Q2 2026 in Review

Crewe Advisors held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 245 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Crewe Advisors first reported a position in DLS in Q4 2017 and has held it in 24 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Crewe Advisors held 245 shares of WisdomTree International SmallCap Dividend Fund worth $20.5K as of Q2 2026.
  • Crewe Advisors left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #614 holding.
  • Crewe Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and has held it in 24 quarters since.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.