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

Institute for 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 		$9.05K Buy
+108
New +$9.3K ﹤0.01% 1336

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Institute for Wealth Management's DLS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 108 shares worth $9.05K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings.

131 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Institute for Wealth Management held 108 shares of WisdomTree International SmallCap Dividend Fund worth $9.05K as of Q2 2026.
  • WisdomTree International SmallCap Dividend Fund was a new Institute for Wealth Management position in Q2 2026.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1336 holding.
  • 131 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.