Key Financial Inc’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Key Financial Inc’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	$33.5K	Hold	400	–	–	0.01%	619
2026 Q1	$32.6K	Hold	400	–	–	0.01%	622
2025 Q4	$32.4K	Hold	400	–	–	0.01%	618
2025 Q3	$31.8K	Hold	400	–	–	0.01%	605
2025 Q2	$30K	Hold	400	–	–	0.01%	594
2025 Q1	$26.4K	Hold	400	–	–	0.01%	593
2024 Q4	$25.2K	Hold	400	–	–	0.01%	601
2024 Q3	$27.6K	Hold	400	–	–	0.01%	582
2024 Q2	$25.4K	Hold	400	–	–	0.01%	592
2024 Q1	$26.1K	Hold	400	–	–	0.01%	560
2023 Q4	$25.5K	Hold	400	–	–	0.01%	541
2023 Q3	$23K	Hold	400	–	–	0.01%	541
2023 Q2	$23.8K	Hold	400	–	–	0.01%	541
2023 Q1	$24.4K	Buy	+400	New	+$24.5K	0.01%	506

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

Key Financial Inc's DLS Position: Q2 2026 in Review

Key Financial Inc held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 400 shares worth $33.5K. The position accounts for 0.01% of the portfolio, ranked #619.

Key Financial Inc first reported a position in DLS in Q1 2023 and has held it in 14 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Key Financial Inc held 400 shares of WisdomTree International SmallCap Dividend Fund worth $33.5K as of Q2 2026.
Key Financial Inc left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #619 holding.
Key Financial Inc first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2023 and has held it in 14 quarters since.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.