IAA
DLS icon

Independent Advisor Alliance’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Independent Advisor Alliance’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
Q1 		$255K Buy
3,127
+127
+4% +$10.7K ﹤0.01% 1401
2025
Q4 		$243K Hold
3,000
– – 0.01% 870
2025
Q3 		$239K Hold
3,000
– – 0.01% 835
2025
Q2 		$225K Buy
+3,000
New +$210K 0.01% 804
2025
Q1 		– Sell
-3,560
Closed -$224K – 920
2024
Q4 		$224K Buy
+3,560
New +$232K ﹤0.01% 1251

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Independent Advisor Alliance's DLS Position: Q1 2026 in Review

Independent Advisor Alliance increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 4.2% in Q1 2026, buying an estimated $10.7K and bringing the position to 3,127 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #1401.

Independent Advisor Alliance first reported a position in DLS in Q4 2024 and has held it in 5 quarters since. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

  • Independent Advisor Alliance held 3,127 shares of WisdomTree International SmallCap Dividend Fund worth $255K as of Q1 2026.
  • Independent Advisor Alliance bought 127 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $10.7K.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1401 holding.
  • Independent Advisor Alliance first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 5 quarters since.
  • 204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.