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

Highline Wealth 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
2025 Q3	–	Sell	-171	Closed	-$12.9K	–	1095
2025 Q2	$12.9K	Buy	171 +3	+2%	+$210	﹤0.01%	294
2025 Q1	$11.1K	Buy	168 +1	+0.6%	+$65	﹤0.01%	294
2024 Q4	$10.5K	Buy	167 +2	+1%	+$130	﹤0.01%	243
2024 Q3	$11.4K	Buy	165 +1	+0.6%	+$66	﹤0.01%	236
2024 Q2	$10.4K	Buy	164 +3	+2%	+$195	﹤0.01%	216
2024 Q1	$10.5K	Buy	161 +1	+0.6%	+$63	﹤0.01%	225
2023 Q4	$10.2K	Buy	+160	New	+$9.36K	﹤0.01%	203

Other funds holding DLS

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

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

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Highline Wealth Partners's DLS Position: Q3 2025 in Review

Highline Wealth Partners sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2025, closing a stake of 171 shares — an estimated $12.9K sold.

Highline Wealth Partners first reported a position in DLS in Q4 2023 and held it in 7 quarters. The position peaked at $12.9K in Q2 2025. 196 funds tracked by Wall St. Rank hold DLS as of Q3 2025.

Highline Wealth Partners reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2025 after selling out during the quarter.
Highline Wealth Partners sold 171 WisdomTree International SmallCap Dividend Fund shares in Q3 2025, an estimated $12.9K.
Highline Wealth Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2023 and held it in 7 quarters.
Highline Wealth Partners's WisdomTree International SmallCap Dividend Fund position peaked at $12.9K in Q2 2025.
196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2025.

Based on Highline Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.