FPAS
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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
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

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