EF
DLS icon

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

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM
SG
Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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. 37 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.
  • 37 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.