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

Envision Financial’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	$550K	Sell	6,568 -1,030	-14%	-$88.7K	0.25%	36
2026 Q1	$619K	Sell	7,598 -1,055	-12%	-$89.2K	0.33%	33
2025 Q4	$701K	Sell	8,653 -376	-4%	-$29.7K	0.37%	32
2025 Q3	$718K	Sell	9,029 -98	-1%	-$7.63K	0.41%	32
2025 Q2	$686K	Buy	9,127 +106	+1%	+$7.43K	0.46%	32
2025 Q1	$595K	Sell	9,021 -1,943	-18%	-$127K	0.45%	32
2024 Q4	$690K	Buy	+10,964	New	+$714K	0.55%	30

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Envision Financial's DLS Position: Q2 2026 in Review

Envision Financial reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 14% in Q2 2026, selling an estimated $88.7K and leaving 6,568 shares worth $550K. The position accounts for 0.25% of the portfolio, ranked #36.

Envision Financial first reported a position in DLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $718K in Q3 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Envision Financial held 6,568 shares of WisdomTree International SmallCap Dividend Fund worth $550K as of Q2 2026.
Envision Financial sold 1,030 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $88.7K.
WisdomTree International SmallCap Dividend Fund made up 0.25% of Envision Financial's portfolio in Q2 2026, its #36 holding.
Envision Financial first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Envision Financial's WisdomTree International SmallCap Dividend Fund position peaked at $718K in Q3 2025.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Envision Financial's 13F filing for Q2 2026, filed 10 Jul 2026.