FFA
DLS icon

Farther Finance Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Farther Finance Advisors’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
Q1 		$1.02M Buy
12,299
+3,623
+42% +$306K 0.01% 953
2025
Q4 		$703K Sell
8,676
-558
-6% -$44.1K 0.01% 1107
2025
Q3 		$734K Sell
9,234
-750
-8% -$58.4K 0.01% 880
2025
Q2 		$750K Sell
9,984
-299
-3% -$21K 0.02% 719
2025
Q1 		$680K Buy
10,283
+4,747
+86% +$309K 0.02% 651
2024
Q4 		$349K Buy
5,536
+4,956
+854% +$323K 0.01% 739
2024
Q3 		$40K Buy
580
+150
+35% +$9.94K ﹤0.01% 1769
2024
Q2 		$27.2K Buy
+430
New +$27.9K ﹤0.01% 1659
2023
Q4 		– Sell
-496
Closed -$28.5K – 3564
2023
Q3 		$28.5K Hold
496
– – ﹤0.01% 984
2023
Q2 		$29.5K Hold
496
– – 0.01% 867
2023
Q1 		$30.2K Buy
+496
New +$30.4K 0.01% 771

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return