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IHT Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

IHT Wealth Management’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 		$467K Sell
5,578
-975
-15% -$84K 0.01% 855
2026
Q1 		$534K Sell
6,553
-13
-0.2% -$1.1K 0.01% 798
2025
Q4 		$532K Buy
6,566
+328
+5% +$25.9K 0.01% 741
2025
Q3 		$496K Buy
6,238
+160
+3% +$12.5K 0.01% 743
2025
Q2 		$457K Sell
6,078
-730
-11% -$51.2K 0.01% 731
2025
Q1 		$449K Buy
6,808
+556
+9% +$36.2K 0.01% 711
2024
Q4 		$394K Buy
6,252
+1,531
+32% +$99.6K 0.01% 761
2024
Q3 		$326K Buy
4,721
+13
+0.3% +$861 0.01% 881
2024
Q2 		$299K Sell
4,708
-6,448
-58% -$418K 0.01% 800
2024
Q1 		$727K Sell
11,156
-1,449
-11% -$91.8K 0.03% 518
2023
Q4 		$805K Sell
12,605
-587
-4% -$34.3K 0.04% 445
2023
Q3 		$758K Sell
13,192
-901
-6% -$53.9K 0.04% 416
2023
Q2 		$838K Buy
14,093
+1,200
+9% +$73.2K 0.04% 382
2023
Q1 		$786K Buy
12,893
+1,276
+11% +$78.2K 0.04% 365
2022
Q4 		$673K Buy
11,617
+2,393
+26% +$133K 0.04% 400
2022
Q3 		$474K Buy
9,224
+5,154
+127% +$300K 0.04% 468
2022
Q2 		$238K Buy
4,070
+194
+5% +$12.4K 0.02% 604
2022
Q1 		$266K Buy
+3,876
New +$272K 0.02% 613
2021
Q4 		– Sell
-3,141
Closed -$233K – 820
2021
Q3 		$233K Buy
+3,141
New +$239K 0.02% 688
2018
Q2 		– Sell
-1,585
Closed -$119K – 648
2018
Q1 		$119K Hold
1,585
– – 0.03% 443
2017
Q4 		$125K Hold
1,585
– – 0.03% 439
2017
Q3 		$117K Buy
1,585
+85
+6% +$6.11K 0.05% 325
2017
Q2 		$9K Buy
+1,500
New +$103K ﹤0.01% 994

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

IHT Wealth Management's DLS Position: Q2 2026 in Review

IHT Wealth Management reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 15% in Q2 2026, selling an estimated $84K and leaving 5,578 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #855.

IHT Wealth Management first reported a position in DLS in Q2 2017 and has held it in 23 quarters since. The position peaked at $838K in Q2 2023. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • IHT Wealth Management held 5,578 shares of WisdomTree International SmallCap Dividend Fund worth $467K as of Q2 2026.
  • IHT Wealth Management sold 975 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $84K.
  • WisdomTree International SmallCap Dividend Fund made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #855 holding.
  • IHT Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2017 and has held it in 23 quarters since.
  • IHT Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $838K in Q2 2023.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.