Insight Advisors
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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
Q3 		$271K Sell
3,113
-94
-3% -$8.2K 0.05% 200
2026
Q2 		$269K Sell
3,207
-594
-16% -$51.2K 0.05% 203
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 		$1.64M 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

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Csenge Advisory Group
Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Insight Advisors's DLS Position: Q3 2026 in Review

Insight Advisors reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 2.9% in Q3 2026, selling an estimated $8.2K and leaving 3,113 shares worth $271K. The position accounts for 0.05% of the portfolio, ranked #200.

Insight Advisors first reported a position in DLS in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.34M in Q2 2023. 108 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

  • Insight Advisors held 3,113 shares of WisdomTree International SmallCap Dividend Fund worth $271K as of Q3 2026.
  • Insight Advisors sold 94 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $8.2K.
  • WisdomTree International SmallCap Dividend Fund made up 0.05% of Insight Advisors's portfolio in Q3 2026, its #200 holding.
  • Insight Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2020 and has held it in 24 quarters since.
  • Insight Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $2.34M in Q2 2023.
  • 108 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Insight Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.