Focus Partners Advisor Solutions
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Focus Partners Advisor Solutions’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Focus Partners Advisor Solutions’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 		$1.55M Sell
18,524
-18,598
-50% -$1.6M 0.01% 422
2026
Q1 		$3.03M Sell
37,122
-2,526
-6% -$214K 0.03% 265
2025
Q4 		$3.21M Sell
39,648
-36,138
-48% -$2.85M 0.04% 222
2025
Q3 		$5.93M Buy
75,786
+27,420
+57% +$2.13M 0.07% 148
2025
Q2 		$3.63M Sell
48,366
-4,136
-8% -$290K 0.05% 176
2025
Q1 		$3.47M Buy
52,502
+2,411
+5% +$157K 0.05% 172
2024
Q4 		$3.15M Sell
50,091
-620
-1% -$40.4K 0.05% 164
2024
Q3 		$3.5M Sell
50,711
-5,724
-10% -$379K 0.07% 130
2024
Q2 		$3.58M Buy
56,435
+37,963
+206% +$2.46M 0.09% 109
2024
Q1 		$1.2M Sell
18,472
-31,932
-63% -$2.02M 0.03% 217
2023
Q4 		$3.22M Buy
50,404
+9,597
+24% +$562K 0.15% 71
2023
Q3 		$2.35M Sell
40,807
-11,207
-22% -$670K 0.11% 87
2023
Q2 		$3.09M Buy
52,014
+2,976
+6% +$182K 0.17% 60
2023
Q1 		$2.99M Buy
49,038
+4,958
+11% +$304K 0.19% 56
2022
Q4 		$2.55M Buy
44,080
+3,845
+10% +$214K 0.2% 67
2022
Q3 		$2.07M Buy
40,235
+1,246
+3% +$72.6K 0.12% 85
2022
Q2 		$2.28M Buy
38,989
+1,159
+3% +$74.1K 0.19% 66
2022
Q1 		$2.6M Buy
+37,830
New +$2.65M 0.26% 57

Other funds holding DLS

Savant Capital
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
BIP Wealth
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
LRI Investments
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
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Focus Partners Advisor Solutions's DLS Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 50% in Q2 2026, selling an estimated $1.6M and leaving 18,524 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #422.

Focus Partners Advisor Solutions first reported a position in DLS in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.93M in Q3 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Focus Partners Advisor Solutions held 18,524 shares of WisdomTree International SmallCap Dividend Fund worth $1.55M as of Q2 2026.
  • Focus Partners Advisor Solutions sold 18,598 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $1.6M.
  • WisdomTree International SmallCap Dividend Fund made up 0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #422 holding.
  • Focus Partners Advisor Solutions first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2022 and has held it in 18 quarters since.
  • Focus Partners Advisor Solutions's WisdomTree International SmallCap Dividend Fund position peaked at $5.93M in Q3 2025.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.