IRC
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Investors Research Corp’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Investors Research Corp’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 		– Sell
-1,395
Closed -$114K – 827
2026
Q1 		$114K Sell
1,395
-312
-18% -$26.4K 0.02% 319
2025
Q4 		$138K Hold
1,707
– – 0.03% 326
2025
Q3 		$136K Sell
1,707
-3,049
-64% -$237K 0.03% 336
2025
Q2 		$357K Sell
4,756
-17,579
-79% -$1.23M 0.07% 238
2025
Q1 		$1.47M Sell
22,335
-444
-2% -$28.9K 0.32% 57
2024
Q4 		$1.43M Sell
22,779
-438
-2% -$28.5K 0.32% 59
2024
Q3 		$1.6M Sell
23,217
-137
-0.6% -$9.08K 0.35% 51
2024
Q2 		$1.48M Sell
23,354
-1,253
-5% -$81.3K 0.35% 55
2024
Q1 		$1.6M Sell
24,607
-1,890
-7% -$120K 0.38% 51
2023
Q4 		$1.69M Sell
26,497
-519
-2% -$30.4K 0.41% 49
2023
Q3 		$1.55M Buy
27,016
+1,283
+5% +$76.7K 0.41% 50
2023
Q2 		$1.53M Buy
25,733
+2,170
+9% +$132K 0.39% 49
2023
Q1 		$1.44M Buy
23,563
+2,828
+14% +$173K 0.37% 54
2022
Q4 		$1.2M Buy
20,735
+3,727
+22% +$207K 0.33% 72
2022
Q3 		$875K Buy
17,008
+4,549
+37% +$265K 0.27% 96
2022
Q2 		$727K Buy
12,459
+5,437
+77% +$347K 0.22% 135
2022
Q1 		$482K Buy
7,022
+6,710
+2,151% +$471K 0.14% 196
2021
Q4 		$23K Hold
312
– – 0.01% 644
2021
Q3 		$23K Buy
+312
New +$23.8K 0.01% 647

Other funds holding DLS

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return