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Crews Bank & Trust’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Crews Bank & Trust’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 		– Sell
-1,220
Closed -$99.4K – 682
2026
Q1 		$99.4K Hold
1,220
– – 0.01% 284
2025
Q4 		$98.8K Hold
1,220
– – 0.01% 281
2025
Q3 		$97K Hold
1,220
– – 0.01% 289
2025
Q2 		$91.6K Hold
1,220
– – 0.01% 288
2025
Q1 		$80.5K Hold
1,220
– – 0.01% 299
2024
Q4 		$76.8K Buy
+1,220
New +$79.4K 0.01% 301

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

Crews Bank & Trust's DLS Position: Q2 2026 in Review

Crews Bank & Trust sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026, closing a stake of 1,220 shares — an estimated $99.4K sold.

Crews Bank & Trust first reported a position in DLS in Q4 2024 and held it in 6 quarters. The position peaked at $99.4K in Q1 2026. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Crews Bank & Trust reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Crews Bank & Trust sold 1,220 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $99.4K.
  • Crews Bank & Trust first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and held it in 6 quarters.
  • Crews Bank & Trust's WisdomTree International SmallCap Dividend Fund position peaked at $99.4K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.