Financial Harvest’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Financial Harvest’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	$224K	Hold	2,744	–	–	0.13%	52
2025 Q4	$222K	Hold	2,744	–	–	0.14%	57
2025 Q3	$218K	Sell	2,744 -27	-1%	-$2.1K	0.15%	56
2025 Q2	$208K	Buy	+2,771	New	+$194K	0.16%	53
2025 Q1	–	Sell	-4,041	Closed	-$254K	–	75
2024 Q4	$254K	Buy	+4,041	New	+$263K	0.21%	46

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Financial Harvest's DLS Position: Q1 2026 in Review

Financial Harvest held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q1 2026 at 2,744 shares worth $224K. The position accounts for 0.13% of the portfolio, ranked #52.

Financial Harvest first reported a position in DLS in Q4 2024 and has held it in 5 quarters since. The position peaked at $254K in Q4 2024. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

Financial Harvest held 2,744 shares of WisdomTree International SmallCap Dividend Fund worth $224K as of Q1 2026.
Financial Harvest left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree International SmallCap Dividend Fund made up 0.13% of Financial Harvest's portfolio in Q1 2026, its #52 holding.
Financial Harvest first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 5 quarters since.
Financial Harvest's WisdomTree International SmallCap Dividend Fund position peaked at $254K in Q4 2024.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.