Discipline Wealth Solutions’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Discipline Wealth Solutions’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 Q3	$830K	Sell	9,520 -144	-1%	-$12.6K	0.07%	93
2026 Q2	$810K	Sell	9,664 -153	-2%	-$13.2K	0.07%	97
2026 Q1	$800K	Sell	9,817 -824	-8%	-$69.7K	0.08%	85
2025 Q4	$862K	Sell	10,641 -1,069	-9%	-$84.4K	0.16%	74
2025 Q3	$931K	Buy	11,710 +6,988	+148%	+$544K	0.25%	62
2025 Q2	$355K	Buy	+4,722	New	+$331K	0.14%	70

Other funds holding DLS

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return

Discipline Wealth Solutions's DLS Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.5% in Q3 2026, selling an estimated $12.6K and leaving 9,520 shares worth $830K. The position accounts for 0.07% of the portfolio, ranked #93.

Discipline Wealth Solutions first reported a position in DLS in Q2 2025 and has held it in 6 quarters since. The position peaked at $931K in Q3 2025. 44 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

Discipline Wealth Solutions held 9,520 shares of WisdomTree International SmallCap Dividend Fund worth $830K as of Q3 2026.
Discipline Wealth Solutions sold 144 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $12.6K.
WisdomTree International SmallCap Dividend Fund made up 0.07% of Discipline Wealth Solutions's portfolio in Q3 2026, its #93 holding.
Discipline Wealth Solutions first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2025 and has held it in 6 quarters since.
Discipline Wealth Solutions's WisdomTree International SmallCap Dividend Fund position peaked at $931K in Q3 2025.
44 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.