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

Focus Partners Wealth’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 		– Sell
-2,743
Closed -$222K – 2703
2025
Q4 		$222K Buy
2,743
+137
+5% +$10.8K ﹤0.01% 2396
2025
Q3 		$207K Sell
2,606
-485
-16% -$37.8K ﹤0.01% 2040
2025
Q2 		$232K Sell
3,091
-753
-20% -$52.8K ﹤0.01% 1796
2025
Q1 		$254K Buy
+3,844
New +$250K ﹤0.01% 1654

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BW
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
LI
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Focus Partners Wealth's DLS Position: Q1 2026 in Review

Focus Partners Wealth sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2026, closing a stake of 2,743 shares — an estimated $222K sold.

Focus Partners Wealth first reported a position in DLS in Q1 2025 and held it in 4 quarters. The position peaked at $254K in Q1 2025. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

  • Focus Partners Wealth reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 2,743 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $222K.
  • Focus Partners Wealth first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2025 and held it in 4 quarters.
  • Focus Partners Wealth's WisdomTree International SmallCap Dividend Fund position peaked at $254K in Q1 2025.
  • 204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.