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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
Q3 		$893K Buy
10,242
+583
+6% +$50.8K 0.01% 1197
2026
Q2 		$809K Sell
9,659
-2,640
-21% -$227K 0.01% 1229
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

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 8.37% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

Farther Finance Advisors's DLS Position: Q3 2026 in Review

Farther Finance Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 6% in Q3 2026, buying an estimated $50.8K and bringing the position to 10,242 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #1197.

Farther Finance Advisors first reported a position in DLS in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2026. 10 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

  • Farther Finance Advisors held 10,242 shares of WisdomTree International SmallCap Dividend Fund worth $893K as of Q3 2026.
  • Farther Finance Advisors bought 583 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $50.8K.
  • WisdomTree International SmallCap Dividend Fund made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1197 holding.
  • Farther Finance Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2023 and has held it in 13 quarters since.
  • Farther Finance Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $1.02M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.