IFP Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $285K | Buy |
3,400
+1,200
| +55% | +$103K | 0.01% | 1314 |
|
|
2026
Q1 | $179K | Buy |
2,200
+300
| +16% | +$25.4K | ﹤0.01% | 1464 |
|
|
2025
Q4 | $154K | Buy |
1,900
+125
| +7% | +$9.87K | ﹤0.01% | 1521 |
|
|
2025
Q3 | $141K | Buy |
1,775
+28
| +2% | +$2.18K | ﹤0.01% | 1473 |
|
|
2025
Q2 | $131K | Hold |
1,747
| – | – | ﹤0.01% | 1489 |
|
|
2025
Q1 | $115K | Buy |
1,747
+247
| +16% | +$16.1K | ﹤0.01% | 1450 |
|
|
2024
Q4 | $94.4K | Buy |
+1,500
| New | +$97.6K | ﹤0.01% | 1499 |
|
|
2023
Q2 | – | Sell |
-400
| Closed | -$30.4K | – | 3475 |
|
|
2023
Q1 | $30.4K | Sell |
400
-2,083
| -84% | -$128K | ﹤0.01% | 1824 |
|
|
2022
Q4 | $190K | Sell |
2,483
-338
| -12% | -$18.8K | 0.01% | 1380 |
|
|
2022
Q3 | $218K | Buy |
2,821
+1,077
| +62% | +$62.7K | 0.01% | 1353 |
|
|
2022
Q2 | $133K | Hold |
1,744
| – | – | ﹤0.01% | 1507 |
|
|
2022
Q1 | $133K | Buy |
1,744
+1,614
| +1,242% | +$113K | ﹤0.01% | 1507 |
|
|
2021
Q4 | $10K | Hold |
130
| – | – | ﹤0.01% | 2213 |
|
|
2021
Q3 | $10K | Hold |
130
| – | – | ﹤0.01% | 2262 |
|
|
2021
Q2 | $10K | Hold |
130
| – | – | ﹤0.01% | 2201 |
|
|
2021
Q1 | $9K | Hold |
130
| – | – | ﹤0.01% | 2169 |
|
|
2020
Q4 | $9K | Hold |
130
| – | – | ﹤0.01% | 2104 |
|
|
2020
Q3 | $8K | Hold |
130
| – | – | ﹤0.01% | 1979 |
|
|
2020
Q2 | $7K | Sell |
130
-713
| -85% | -$37.7K | ﹤0.01% | 1941 |
|
|
2020
Q1 | $41K | Buy |
843
+5
| +0.6% | +$312 | ﹤0.01% | 1211 |
|
|
2019
Q4 | $60K | Buy |
838
+3
| +0.4% | +$202 | ﹤0.01% | 1180 |
|
|
2019
Q3 | $52K | Buy |
+835
| New | +$52.8K | ﹤0.01% | 1352 |
|
|
2019
Q1 | $24K | Sell |
352
-1,933
| -85% | -$125K | ﹤0.01% | 1264 |
|
|
2018
Q4 | $138K | Sell |
2,285
-1,181
| -34% | -$76.5K | 0.01% | 1024 |
|
|
2018
Q3 | $247K | Sell |
3,466
-1,892
| -35% | -$135K | 0.01% | 971 |
|
|
2018
Q2 | $385K | Buy |
5,358
+2,787
| +108% | +$212K | 0.02% | 770 |
|
|
2018
Q1 | $197K | Hold |
2,571
| – | – | 0.01% | 1001 |
|
|
2017
Q4 | $197K | Buy |
2,571
+950
| +59% | +$71.1K | 0.01% | 1004 |
|
|
2017
Q3 | $120K | Sell |
1,621
-148
| -8% | -$10.6K | ﹤0.01% | 1443 |
|
|
2017
Q2 | $123K | Sell |
1,769
-225
| -11% | -$15.4K | 0.01% | 1414 |
|
|
2017
Q1 | $131K | Buy |
1,994
+635
| +47% | +$40.4K | 0.01% | 1341 |
|
|
2016
Q4 | $82K | Buy |
1,359
+1
| +0.1% | +$60 | ﹤0.01% | 1569 |
|
|
2016
Q3 | $83K | Buy |
1,358
+586
| +76% | +$34.8K | ﹤0.01% | 1485 |
|
|
2016
Q2 | $43K | Buy |
772
+420
| +119% | +$24.8K | ﹤0.01% | 1861 |
|
|
2016
Q1 | $24K | Sell |
352
-474
| -57% | -$26.2K | ﹤0.01% | 1264 |
|
|
2015
Q4 | $48K | Buy |
+826
| New | +$47.8K | ﹤0.01% | 1645 |
|
Other funds holding DLS
SC
BW
LI
MCM
AFG
IFP Advisors's DLS Position: Q2 2026 in Review
IFP Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 55% in Q2 2026, buying an estimated $103K and bringing the position to 3,400 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1314.
IFP Advisors first reported a position in DLS in Q4 2015 and has held it in 36 quarters since. The position peaked at $385K in Q2 2018. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.
- IFP Advisors held 3,400 shares of WisdomTree International SmallCap Dividend Fund worth $285K as of Q2 2026.
- IFP Advisors bought 1,200 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $103K.
- WisdomTree International SmallCap Dividend Fund made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1314 holding.
- IFP Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2015 and has held it in 36 quarters since.
- IFP Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $385K in Q2 2018.
- 205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.