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

DHJJ Financial 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
2025
Q3 		– Sell
-470
Closed -$35.3K – 1009
2025
Q2 		$35.3K Buy
+470
New +$33K 0.01% 397

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DHJJ Financial Advisors's DLS Position: Q3 2025 in Review

DHJJ Financial Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2025, closing a stake of 470 shares — an estimated $35.3K sold.

DHJJ Financial Advisors first reported a position in DLS in Q2 2025 and held it in 1 quarter. The position peaked at $35.3K in Q2 2025. 196 funds tracked by Wall St. Rank hold DLS as of Q3 2025.

  • DHJJ Financial Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
  • DHJJ Financial Advisors sold 470 WisdomTree International SmallCap Dividend Fund shares in Q3 2025, an estimated $35.3K.
  • DHJJ Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2025 and held it in 1 quarter.
  • DHJJ Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $35.3K in Q2 2025.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2025.

Based on DHJJ Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.