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

Founders Financial Alliance’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 		$7.21K Hold
86
– – ﹤0.01% 711
2026
Q1 		$7.01K Hold
86
– – ﹤0.01% 661
2025
Q4 		$6.97K Hold
86
– – ﹤0.01% 532
2025
Q3 		$6.84K Buy
86
+13
+18% +$1.01K ﹤0.01% 631
2025
Q2 		$5.48K Buy
73
+6
+9% +$421 ﹤0.01% 490
2025
Q1 		$4.42K Buy
67
+27
+68% +$1.76K ﹤0.01% 565
2024
Q4 		$2.52K Hold
40
– – ﹤0.01% 547
2024
Q3 		$2.76K Hold
40
– – ﹤0.01% 552
2024
Q2 		$2.54K Buy
40
+8
+25% +$519 ﹤0.01% 529
2024
Q1 		$2.09K Sell
32
-25
-44% -$1.58K ﹤0.01% 535
2023
Q4 		$3.64K Buy
57
+30
+111% +$1.75K ﹤0.01% 470
2023
Q3 		$1.55K Hold
27
– – ﹤0.01% 463
2023
Q2 		$1.61K Hold
27
– – ﹤0.01% 498
2023
Q1 		$1.65K Sell
27
-13
-33% -$796 ﹤0.01% 443
2022
Q4 		$2.32K Hold
40
– – ﹤0.01% 466
2022
Q3 		$2K Sell
40
-91
-69% -$5.3K ﹤0.01% 458
2022
Q2 		$8K Buy
131
+91
+228% +$5.82K ﹤0.01% 444
2022
Q1 		$3K Hold
40
– – ﹤0.01% 421
2021
Q4 		$3K Hold
40
– – ﹤0.01% 462
2021
Q3 		$3K Hold
40
– – ﹤0.01% 435
2021
Q2 		$3K Sell
40
-3
-7% -$227 ﹤0.01% 455
2021
Q1 		$4K Sell
43
-51
-54% -$3.61K ﹤0.01% 433
2020
Q4 		$6K Hold
94
– – ﹤0.01% 382
2020
Q3 		$6K Buy
+94
New +$5.53K ﹤0.01% 910

Other funds holding DLS

SC
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
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Founders Financial Alliance's DLS Position: Q2 2026 in Review

Founders Financial Alliance held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 86 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Founders Financial Alliance first reported a position in DLS in Q3 2020 and has held it in 24 quarters since. The position peaked at $8K in Q2 2022. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Founders Financial Alliance held 86 shares of WisdomTree International SmallCap Dividend Fund worth $7.21K as of Q2 2026.
  • Founders Financial Alliance left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #711 holding.
  • Founders Financial Alliance first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's WisdomTree International SmallCap Dividend Fund position peaked at $8K in Q2 2022.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.