IFG Advisory’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

IFG Advisory’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	$16.8K	Buy	+200	New	+$17.2K	﹤0.01%	1693
2019 Q1	–	Sell	-4,467	Closed	-$214K	–	339
2018 Q4	$214K	Sell	4,467 -184	-4%	-$11.9K	0.05%	289
2018 Q3	$261K	Buy	4,651 +58	+1%	+$4.14K	0.05%	318
2018 Q2	$257K	Sell	4,593 -181	-4%	-$13.8K	0.05%	300
2018 Q1	$285K	Buy	4,774 +125	+3%	+$9.73K	0.06%	279
2017 Q4	$278K	Buy	+4,649	New	+$348K	0.06%	271

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

IFG Advisory's DLS Position: Q2 2026 in Review

IFG Advisory opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 200 shares worth $16.8K. The stake represents ﹤0.01% of the portfolio and ranks #1693 among its holdings. This is a return to the name: IFG Advisory previously reported a position in DLS as recently as Q4 2018.

IFG Advisory first reported a position in DLS in Q4 2017 and has held it in 6 quarters since. The position peaked at $285K in Q1 2018. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

IFG Advisory held 200 shares of WisdomTree International SmallCap Dividend Fund worth $16.8K as of Q2 2026.
WisdomTree International SmallCap Dividend Fund was a new IFG Advisory position in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1693 holding.
IFG Advisory first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and has held it in 6 quarters since.
IFG Advisory's WisdomTree International SmallCap Dividend Fund position peaked at $285K in Q1 2018.
205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.