Great Valley Advisor Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Great Valley Advisor Group’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	$206K	Buy	+2,457	New	+$212K	﹤0.01%	988

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Great Valley Advisor Group's DLS Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 2,457 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #988 among its holdings.

206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Great Valley Advisor Group held 2,457 shares of WisdomTree International SmallCap Dividend Fund worth $206K as of Q2 2026.
WisdomTree International SmallCap Dividend Fund was a new Great Valley Advisor Group position in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #988 holding.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.