IA
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Insight Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Insight Advisors’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 		$310K Sell
3,801
-290
-7% -$24.5K 0.06% 183
2025
Q4 		$331K Buy
4,091
+21
+0.5% +$1.66K 0.05% 202
2025
Q3 		$324K Sell
4,070
-60
-1% -$4.67K 0.05% 200
2025
Q2 		$310K Sell
4,130
-2,278
-36% -$160K 0.05% 210
2025
Q1 		$423K Sell
6,408
-4,225
-40% -$275K 0.07% 171
2024
Q4 		$669K Sell
10,633
-3,180
-23% -$207K 0.11% 117
2024
Q3 		$954K Sell
13,813
-22,716
-62% -$1.51M 0.16% 98
2024
Q2 		$2.32M Buy
36,529
+5,693
+18% +$369K 0.42% 40
2024
Q1 		$2.01M Buy
30,836
+2,912
+10% +$185K 0.39% 46
2023
Q4 		$1.78M Sell
27,924
-12,287
-31% -$719K 0.38% 44
2023
Q3 		$2.31M Buy
40,211
+886
+2% +$53K 0.53% 29
2023
Q2 		$2.34M Buy
39,325
+11,441
+41% +$698K 0.52% 30
2023
Q1 		$1.7M Buy
27,884
+4,118
+17% +$252K 0.4% 38
2022
Q4 		$1.39M Sell
23,766
-8,219
-26% -$457K 0.49% 50
2022
Q3 		$1.65M Sell
31,985
-817
-2% -$47.6K 0.65% 37
2022
Q2 		$2M Buy
32,802
+6,995
+27% +$447K 0.68% 33
2022
Q1 		$1.77M Buy
25,807
+10,382
+67% +$728K 0.53% 39
2021
Q4 		$1.14M Buy
15,425
+2,679
+21% +$197K 0.34% 78
2021
Q3 		$967K Buy
12,746
+3,963
+45% +$302K 0.29% 93
2021
Q2 		$668K Buy
8,783
+2,665
+44% +$201K 0.21% 123
2021
Q1 		$457K Buy
6,118
+1,496
+32% +$106K 0.14% 177
2020
Q4 		$315K Buy
+4,622
New +$294K 0.12% 204

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

Insight Advisors's DLS Position: Q1 2026 in Review

Insight Advisors reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 7.1% in Q1 2026, selling an estimated $24.5K and leaving 3,801 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #183.

Insight Advisors first reported a position in DLS in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.34M in Q2 2023. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

  • Insight Advisors held 3,801 shares of WisdomTree International SmallCap Dividend Fund worth $310K as of Q1 2026.
  • Insight Advisors sold 290 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $24.5K.
  • WisdomTree International SmallCap Dividend Fund made up 0.06% of Insight Advisors's portfolio in Q1 2026, its #183 holding.
  • Insight Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2020 and has held it in 22 quarters since.
  • Insight Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $2.34M in Q2 2023.
  • 204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.