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 Q2	$251K	Sell	3,000 -127	-4%	-$10.9K	0.01%	891
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

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

Independent Advisor Alliance's DLS Position: Q2 2026 in Review

Independent Advisor Alliance reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 4.1% in Q2 2026, selling an estimated $10.9K and leaving 3,000 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #891.

Independent Advisor Alliance first reported a position in DLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $255K in Q1 2026. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Independent Advisor Alliance held 3,000 shares of WisdomTree International SmallCap Dividend Fund worth $251K as of Q2 2026.
Independent Advisor Alliance sold 127 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $10.9K.
WisdomTree International SmallCap Dividend Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #891 holding.
Independent Advisor Alliance first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's WisdomTree International SmallCap Dividend Fund position peaked at $255K in Q1 2026.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.