Integrated Wealth Concepts’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Integrated Wealth Concepts’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	$164K	Buy	+1,958	New	+$169K	﹤0.01%	2467

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

Integrated Wealth Concepts's DLS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 1,958 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #2467 among its holdings.

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

Integrated Wealth Concepts held 1,958 shares of WisdomTree International SmallCap Dividend Fund worth $164K as of Q2 2026.
WisdomTree International SmallCap Dividend Fund was a new Integrated Wealth Concepts position in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2467 holding.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.