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Global Retirement Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Global Retirement Partners’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 		$277K Buy
+3,300
New +$284K ﹤0.01% 1384
2025
Q4 		$231K Hold
2,850
– – ﹤0.01% 1385
2025
Q3 		$227K Hold
2,850
– – 0.01% 1104
2025
Q2 		$214K Buy
+2,850
New +$200K 0.01% 1057
2024
Q4 		$81.8K Hold
1,300
– – ﹤0.01% 1376
2024
Q3 		$89.8K Sell
1,300
-492
-27% -$32.6K ﹤0.01% 1287
2024
Q2 		$114K Sell
1,792
-176
-9% -$11.4K ﹤0.01% 1123
2024
Q1 		$128K Hold
1,968
– – ﹤0.01% 968
2023
Q4 		$122K Buy
1,968
+8
+0.4% +$468 0.01% 949
2023
Q3 		$109K Hold
1,960
– – 0.01% 902
2023
Q2 		$117K Sell
1,960
-107
-5% -$6.53K 0.01% 878
2023
Q1 		$127K Buy
2,067
+1,300
+169% +$79.6K 0.01% 832
2022
Q4 		$44.5K Buy
+767
New +$42.6K ﹤0.01% 1139
2020
Q3 		– Sell
-600
Closed -$33K – 1639
2020
Q2 		$33K Hold
600
– – 0.01% 744
2020
Q1 		$29K Sell
600
-102
-15% -$6.36K 0.01% 696
2019
Q4 		$50K Buy
702
+330
+89% +$22.2K 0.01% 639
2019
Q3 		$24K Sell
372
-110
-23% -$6.95K ﹤0.01% 835
2019
Q2 		$31K Buy
482
+212
+79% +$14K 0.01% 739
2019
Q1 		$18K Hold
270
– – ﹤0.01% 858
2018
Q4 		$16K Sell
270
-455
-63% -$29.5K ﹤0.01% 820
2018
Q3 		$52K Hold
725
– – 0.01% 552
2018
Q2 		$52K Hold
725
– – 0.01% 532
2018
Q1 		$55K Hold
725
– – 0.02% 499
2017
Q4 		$56K Hold
725
– – 0.02% 469
2017
Q3 		$54K Buy
725
+195
+37% +$14K 0.02% 419
2017
Q2 		$37K Buy
530
+103
+24% +$7.05K 0.02% 471
2017
Q1 		$28K Buy
+427
New +$27.2K 0.02% 473

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

Global Retirement Partners's DLS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 3,300 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DLS as recently as Q4 2025.

Global Retirement Partners first reported a position in DLS in Q1 2017 and has held it in 27 quarters since. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Global Retirement Partners held 3,300 shares of WisdomTree International SmallCap Dividend Fund worth $277K as of Q2 2026.
  • WisdomTree International SmallCap Dividend Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1384 holding.
  • Global Retirement Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2017 and has held it in 27 quarters since.
  • 205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.