Envestnet Asset Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.88M Buy
23,079
+586
+3% +$49.6K ﹤0.01% 3060
2025
Q4
$1.82M Buy
22,493
+1,474
+7% +$116K ﹤0.01% 2899
2025
Q3
$1.67M Buy
21,019
+6,884
+49% +$536K ﹤0.01% 3000
2025
Q2
$1.06M Sell
14,135
-991
-7% -$69.5K ﹤0.01% 3249
2025
Q1
$998K Buy
15,126
+461
+3% +$30K ﹤0.01% 3211
2024
Q4
$923K Sell
14,665
-2,288
-13% -$149K ﹤0.01% 3222
2024
Q3
$1.17M Sell
16,953
-18,625
-52% -$1.23M ﹤0.01% 3022
2024
Q2
$2.26M Sell
35,578
-42,641
-55% -$2.77M ﹤0.01% 2522
2024
Q1
$5.1M Buy
78,219
+4,534
+6% +$287K ﹤0.01% 1961
2023
Q4
$4.7M Sell
73,685
-5,078
-6% -$297K ﹤0.01% 1940
2023
Q3
$4.53M Sell
78,763
-15,131
-16% -$905K ﹤0.01% 1867
2023
Q2
$5.58M Sell
93,894
-180,934
-66% -$11M ﹤0.01% 1647
2023
Q1
$16.7M Buy
274,828
+20,641
+8% +$1.26M 0.01% 977
2022
Q4
$14.7M Buy
254,187
+28,152
+12% +$1.56M 0.01% 1003
2022
Q3
$11.6M Buy
226,035
+6,878
+3% +$400K 0.01% 1059
2022
Q2
$12.8M Sell
219,157
-3,814
-2% -$244K 0.01% 1022
2022
Q1
$15.3M Buy
222,971
+14,995
+7% +$1.05M 0.01% 983
2021
Q4
$15.3M Buy
207,976
+19,618
+10% +$1.44M 0.01% 965
2021
Q3
$14M Buy
188,358
+13,017
+7% +$991K 0.01% 966
2021
Q2
$13.1M Buy
175,341
+11,895
+7% +$898K 0.01% 985
2021
Q1
$11.8M Sell
163,446
-334
-0.2% -$23.6K 0.01% 958
2020
Q4
$11.2M Sell
163,780
-8,826
-5% -$561K 0.01% 856
2020
Q3
$10.3M Sell
172,606
-15,025
-8% -$884K 0.01% 802
2020
Q2
$10.4M Sell
187,631
-9,014
-5% -$477K 0.01% 767
2020
Q1
$9.45M Sell
196,645
-16,087
-8% -$1M 0.01% 705
2019
Q4
$15.1M Sell
212,732
-20,136
-9% -$1.36M 0.02% 625
2019
Q3
$14.8M Sell
232,868
-1,069
-0.5% -$67.5K 0.02% 586
2019
Q2
$15.2M Sell
233,937
-15,879
-6% -$1.05M 0.02% 568
2019
Q1
$16.4M Sell
249,816
-63,968
-20% -$4.14M 0.02% 510
2018
Q4
$18.9M Buy
313,784
+209,689
+201% +$13.6M 0.03% 374
2018
Q3
$7.41M Sell
104,095
-12,117
-10% -$866K 0.01% 357
2018
Q2
$8.36M Buy
116,212
+288
+0.2% +$21.9K 0.02% 362
2018
Q1
$8.89M Sell
115,924
-9,052
-7% -$704K 0.03% 256
2017
Q4
$9.6M Sell
124,976
-20,228
-14% -$1.51M 0.02% 406
2017
Q3
$10.7M Sell
145,204
-4,550
-3% -$327K 0.03% 355
2017
Q2
$10.4M Sell
149,754
-24,423
-14% -$1.67M 0.03% 363
2017
Q1
$11.4M Buy
174,177
+2,547
+1% +$162K 0.04% 327
2016
Q4
$10.3M Sell
171,630
-9,532
-5% -$572K 0.04% 326
2016
Q3
$11.1M Buy
181,162
+14,604
+9% +$868K 0.04% 309
2016
Q2
$9.35M Sell
166,558
-66,472
-29% -$3.93M 0.04% 400
2016
Q1
$13.7M Buy
233,030
+41,575
+22% +$2.3M 0.06% 275
2015
Q4
$11.1M Sell
191,455
-39,596
-17% -$2.29M 0.05% 313
2015
Q3
$12.7M Sell
231,051
-2,072
-0.9% -$121K 0.06% 261
2015
Q2
$14.1M Buy
233,123
+29,281
+14% +$1.83M 0.07% 272
2015
Q1
$12.1M Buy
203,842
+136,842
+204% +$7.89M 0.06% 300
2014
Q4
$3.72M Buy
67,000
+26,940
+67% +$1.53M 0.04% 269
2014
Q3
$2.37M Sell
40,060
-5,399
-12% -$342K 0.02% 363
2014
Q2
$2.94M Buy
45,459
+1,820
+4% +$118K 0.03% 301
2014
Q1
$2.84M Buy
43,639
+9,019
+26% +$573K 0.03% 267
2013
Q4
$2.18M Buy
34,620
+2,148
+7% +$132K 0.03% 293
2013
Q3
$1.95M Buy
32,472
+8,437
+35% +$480K 0.02% 289
2013
Q2
$1.26M Buy
+24,035
New +$1.35M 0.02% 362

Other funds holding DLS

Envestnet Asset Management's DLS Position: Q1 2026 in Review

Envestnet Asset Management increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 2.6% in Q1 2026, buying an estimated $49.6K and bringing the position to 23,079 shares worth $1.88M. The position accounts for ﹤0.01% of the portfolio, ranked #3060.

Envestnet Asset Management first reported a position in DLS in Q2 2013 and has held it in 52 quarters since. The position peaked at $18.9M in Q4 2018. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

  • Envestnet Asset Management held 23,079 shares of WisdomTree International SmallCap Dividend Fund worth $1.88M as of Q1 2026.
  • Envestnet Asset Management bought 586 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $49.6K.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3060 holding.
  • Envestnet Asset Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's WisdomTree International SmallCap Dividend Fund position peaked at $18.9M in Q4 2018.
  • 204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.