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

IAG 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
2026
Q2 		$263K Sell
3,134
-10
-0.3% -$861 0.03% 116
2026
Q1 		$256K Sell
3,144
-122
-4% -$10.3K 0.03% 113
2025
Q4 		$265K Sell
3,266
-330
-9% -$26.1K 0.03% 109
2025
Q3 		$286K Hold
3,596
– – 0.03% 103
2025
Q2 		$270K Sell
3,596
-942
-21% -$66K 0.04% 100
2025
Q1 		$300K Buy
4,538
+382
+9% +$24.9K 0.05% 94
2024
Q4 		$262K Sell
4,156
-71
-2% -$4.62K 0.05% 88
2024
Q3 		$292K Hold
4,227
– – 0.05% 86
2024
Q2 		$268K Sell
4,227
-305
-7% -$19.8K 0.05% 83
2024
Q1 		$296K Hold
4,532
– – 0.06% 74
2023
Q4 		$289K Sell
4,532
-1,488
-25% -$87.1K 0.07% 73
2023
Q3 		$346K Sell
6,020
-474
-7% -$28.4K 0.1% 61
2023
Q2 		$386K Sell
6,494
-2,583
-28% -$158K 0.1% 64
2023
Q1 		$553K Sell
9,077
-6,020
-40% -$369K 0.15% 50
2022
Q4 		$875K Sell
15,097
-2,088
-12% -$116K 0.26% 42
2022
Q3 		$884K Sell
17,185
-4,886
-22% -$284K 0.29% 43
2022
Q2 		$1.29M Buy
22,071
+11,268
+104% +$720K 0.42% 35
2022
Q1 		$742K Sell
10,803
-2,047
-16% -$144K 0.23% 42
2021
Q4 		$946K Buy
12,850
+51
+0.4% +$3.75K 0.3% 35
2021
Q3 		$951K Hold
12,799
– – 0.34% 34
2021
Q2 		$956K Sell
12,799
-1,209
-9% -$91.3K 0.34% 33
2021
Q1 		$1.01M Buy
14,008
+2,151
+18% +$152K 0.39% 31
2020
Q4 		$808K Buy
11,857
+1,338
+13% +$85.1K 0.33% 33
2020
Q3 		$631K Sell
10,519
-284
-3% -$16.7K 0.29% 33
2020
Q2 		$601K Buy
10,803
+110
+1% +$5.82K 0.29% 34
2020
Q1 		$514K Sell
10,693
-8,324
-44% -$519K 0.34% 33
2019
Q4 		$1.35M Buy
+19,017
New +$1.28M 0.88% 16

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

IAG Wealth Partners's DLS Position: Q2 2026 in Review

IAG Wealth Partners reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.32% in Q2 2026, selling an estimated $861 and leaving 3,134 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #116.

IAG Wealth Partners first reported a position in DLS in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.35M in Q4 2019. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • IAG Wealth Partners held 3,134 shares of WisdomTree International SmallCap Dividend Fund worth $263K as of Q2 2026.
  • IAG Wealth Partners sold 10 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $861.
  • WisdomTree International SmallCap Dividend Fund made up 0.03% of IAG Wealth Partners's portfolio in Q2 2026, its #116 holding.
  • IAG Wealth Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • IAG Wealth Partners's WisdomTree International SmallCap Dividend Fund position peaked at $1.35M in Q4 2019.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

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