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Larson Financial Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Larson Financial Group’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 		$1.48M Sell
17,616
-1,422
-7% -$123K 0.04% 296
2026
Q1 		$1.55M Sell
19,038
-145
-0.8% -$12.3K 0.05% 263
2025
Q4 		$1.55M Sell
19,183
-1,021
-5% -$80.7K 0.05% 262
2025
Q3 		$1.61M Sell
20,204
-1,127
-5% -$87.8K 0.06% 252
2025
Q2 		$1.6M Sell
21,331
-4,036
-16% -$283K 0.06% 237
2025
Q1 		$1.67M Sell
25,367
-1,052
-4% -$68.5K 0.08% 214
2024
Q4 		$1.66M Sell
26,419
-657
-2% -$42.8K 0.09% 190
2024
Q3 		$1.87M Sell
27,076
-1,523
-5% -$101K 0.11% 170
2024
Q2 		$1.81M Sell
28,599
-1,144
-4% -$74.2K 0.12% 141
2024
Q1 		$1.94M Sell
29,743
-753
-2% -$47.7K 0.15% 123
2023
Q4 		$1.95M Buy
30,496
+3,976
+15% +$233K 0.17% 108
2023
Q3 		$1.52M Sell
26,520
-37
-0.1% -$2.21K 0.15% 126
2023
Q2 		$1.58M Buy
26,557
+386
+1% +$23.6K 0.16% 119
2023
Q1 		$1.59M Sell
26,171
-166
-0.6% -$10.2K 0.17% 115
2022
Q4 		$1.53M Sell
26,337
-50,628
-66% -$2.81M 0.18% 111
2022
Q3 		$3.96M Sell
76,965
-1,988
-3% -$116K 0.56% 36
2022
Q2 		$4.61M Sell
78,953
-1,360
-2% -$86.9K 0.8% 28
2022
Q1 		$5.51M Sell
80,313
-869
-1% -$61K 0.88% 26
2021
Q4 		$5.98M Sell
81,182
-4,447
-5% -$327K 0.95% 26
2021
Q3 		$6.36M Sell
85,629
-33,603
-28% -$2.56M 1.26% 23
2021
Q2 		$8.9M Buy
119,232
+4,326
+4% +$327K 2.07% 15
2021
Q1 		$8.3M Buy
114,906
+4,566
+4% +$323K 2.44% 11
2020
Q4 		$7.51M Sell
110,340
-10,539
-9% -$670K 2.56% 9
2020
Q3 		$7.24M Sell
120,879
-34,384
-22% -$2.02M 2.97% 7
2020
Q2 		$8.64M Buy
155,263
+71,036
+84% +$3.76M 4.11% 4
2020
Q1 		$4.05M Buy
84,227
+84,023
+41,188% +$5.24M 2.53% 12
2019
Q4 		$15K Buy
+204
New +$13.8K 0.01% 256

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
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

Larson Financial Group's DLS Position: Q2 2026 in Review

Larson Financial Group reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 7.5% in Q2 2026, selling an estimated $123K and leaving 17,616 shares worth $1.48M. The position accounts for 0.04% of the portfolio, ranked #296.

Larson Financial Group first reported a position in DLS in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.9M in Q2 2021. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Larson Financial Group held 17,616 shares of WisdomTree International SmallCap Dividend Fund worth $1.48M as of Q2 2026.
  • Larson Financial Group sold 1,422 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $123K.
  • WisdomTree International SmallCap Dividend Fund made up 0.04% of Larson Financial Group's portfolio in Q2 2026, its #296 holding.
  • Larson Financial Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2019 and has held it in 27 quarters since.
  • Larson Financial Group's WisdomTree International SmallCap Dividend Fund position peaked at $8.9M in Q2 2021.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.