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Evolution Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Evolution Wealth Management’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 		$151K Buy
1,806
+15
+0.8% +$1.29K 0.09% 151
2026
Q1 		$146K Sell
1,791
-68
-4% -$5.75K 0.11% 136
2025
Q4 		$151K Sell
1,859
-340
-15% -$26.9K 0.12% 129
2025
Q3 		$175K Sell
2,199
-142
-6% -$11.1K 0.18% 99
2025
Q2 		$176K Buy
+2,341
New +$164K 0.22% 81

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
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

Evolution Wealth Management's DLS Position: Q2 2026 in Review

Evolution Wealth Management increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.84% in Q2 2026, buying an estimated $1.29K and bringing the position to 1,806 shares worth $151K. The position accounts for 0.09% of the portfolio, ranked #151.

Evolution Wealth Management first reported a position in DLS in Q2 2025 and has held it in 5 quarters since. The position peaked at $176K in Q2 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Evolution Wealth Management held 1,806 shares of WisdomTree International SmallCap Dividend Fund worth $151K as of Q2 2026.
  • Evolution Wealth Management bought 15 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $1.29K.
  • WisdomTree International SmallCap Dividend Fund made up 0.09% of Evolution Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Evolution Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2025 and has held it in 5 quarters since.
  • Evolution Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $176K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.