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Freedom Investment Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Freedom Investment Management’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 		$445K Sell
5,308
-58
-1% -$5K 0.12% 64
2026
Q1 		$437K Sell
5,366
-150
-3% -$12.7K 0.13% 55
2025
Q4 		$447K Sell
5,516
-16
-0.3% -$1.26K 0.13% 56
2025
Q3 		$440K Buy
+5,532
New +$431K 0.12% 82
2024
Q3 		– Sell
-226,257
Closed -$14.4M – 785
2024
Q2 		$14.4M Buy
226,257
+1,183
+0.5% +$76.7K 1.18% 15
2024
Q1 		$14.7M Sell
225,074
-8,754
-4% -$555K 1.18% 13
2023
Q4 		$14.9M Buy
+233,828
New +$13.7M 1.22% 12
2021
Q1 		– Sell
-7,480
Closed -$509K – 857
2020
Q4 		$509K Sell
7,480
-898
-11% -$57.1K 0.06% 329
2020
Q3 		$502K Sell
8,378
-744
-8% -$43.8K 0.05% 287
2020
Q2 		$507K Buy
9,122
+784
+9% +$41.5K 0.06% 271
2020
Q1 		$569K Buy
+8,338
New +$520K 0.05% 308
2018
Q4 		– Sell
-2,840
Closed -$201K – 793
2018
Q3 		$201K Sell
2,840
-34
-1% -$2.43K 0.01% 846
2018
Q2 		$207K Sell
2,874
-187
-6% -$14.2K 0.01% 880
2018
Q1 		$234K Sell
3,061
-5
-0.2% -$389 0.01% 971
2017
Q4 		$235K Buy
+3,066
New +$229K 0.01% 978

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

Freedom Investment Management's DLS Position: Q2 2026 in Review

Freedom Investment Management reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.1% in Q2 2026, selling an estimated $5K and leaving 5,308 shares worth $445K. The position accounts for 0.12% of the portfolio, ranked #64.

Freedom Investment Management first reported a position in DLS in Q4 2017 and has held it in 15 quarters since. The position peaked at $14.9M in Q4 2023. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Freedom Investment Management held 5,308 shares of WisdomTree International SmallCap Dividend Fund worth $445K as of Q2 2026.
  • Freedom Investment Management sold 58 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $5K.
  • WisdomTree International SmallCap Dividend Fund made up 0.12% of Freedom Investment Management's portfolio in Q2 2026, its #64 holding.
  • Freedom Investment Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and has held it in 15 quarters since.
  • Freedom Investment Management's WisdomTree International SmallCap Dividend Fund position peaked at $14.9M in Q4 2023.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.