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Family Wealth Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Family Wealth Partners’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 		$2.96M Sell
35,382
-209
-0.6% -$18K 0.91% 22
2026
Q1 		$2.9M Sell
35,591
-1,146
-3% -$96.9K 0.99% 21
2025
Q4 		$2.98M Sell
36,737
-1,690
-4% -$134K 1.07% 21
2025
Q3 		$3.06M Sell
38,427
-258
-0.7% -$20.1K 1.15% 21
2025
Q2 		$2.91M Sell
38,685
-82
-0.2% -$5.75K 1.16% 20
2025
Q1 		$2.56M Sell
38,767
-710
-2% -$46.3K 1.17% 21
2024
Q4 		$2.49M Buy
39,477
+3,777
+11% +$246K 1.18% 21
2024
Q3 		$2.47M Sell
35,700
-2,172
-6% -$144K 1.26% 21
2024
Q2 		$2.4M Buy
37,872
+1,574
+4% +$102K 1.25% 21
2024
Q1 		$2.37M Sell
36,298
-909
-2% -$57.6K 1.34% 21
2023
Q4 		$2.38M Buy
+37,207
New +$2.18M 1.83% 21

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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $237M AUM 7.6% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 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

Family Wealth Partners's DLS Position: Q2 2026 in Review

Family Wealth Partners reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.59% in Q2 2026, selling an estimated $18K and leaving 35,382 shares worth $2.96M. The position accounts for 0.91% of the portfolio, ranked #22.

Family Wealth Partners first reported a position in DLS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.06M in Q3 2025. 80 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Family Wealth Partners held 35,382 shares of WisdomTree International SmallCap Dividend Fund worth $2.96M as of Q2 2026.
  • Family Wealth Partners sold 209 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $18K.
  • WisdomTree International SmallCap Dividend Fund made up 0.91% of Family Wealth Partners's portfolio in Q2 2026, its #22 holding.
  • Family Wealth Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • Family Wealth Partners's WisdomTree International SmallCap Dividend Fund position peaked at $3.06M in Q3 2025.
  • 80 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.