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Marathon Strategic Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Marathon Strategic Advisors’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 		$2.13M Buy
25,385
+170
+0.7% +$14.6K 1.2% 17
2026
Q1 		$2.06M Buy
25,215
+588
+2% +$49.7K 1.48% 18
2025
Q4 		$2M Buy
24,627
+391
+2% +$30.9K 1.52% 16
2025
Q3 		$1.93M Buy
24,236
+283
+1% +$22K 1.54% 18
2025
Q2 		$1.8M Buy
23,953
+454
+2% +$31.8K 1.67% 16
2025
Q1 		$1.55M Buy
23,499
+82
+0.4% +$5.34K 1.67% 16
2024
Q4 		$1.47M Buy
23,417
+1,457
+7% +$94.8K 1.59% 17
2024
Q3 		$1.52M Buy
21,960
+1,894
+9% +$125K 1.6% 17
2024
Q2 		$1.27M Buy
20,066
+200
+1% +$13K 1.49% 19
2024
Q1 		$1.3M Buy
19,866
+394
+2% +$25K 1.58% 14
2023
Q4 		$1.24M Buy
+19,472
New +$1.14M 1.68% 17

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
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $237M AUM 7.6% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
WCL
Wealth Care LLC Merritt Island, Florida $123M AUM

Marathon Strategic Advisors's DLS Position: Q2 2026 in Review

Marathon Strategic Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.67% in Q2 2026, buying an estimated $14.6K and bringing the position to 25,385 shares worth $2.13M. The position accounts for 1.2% of the portfolio, ranked #17.

Marathon Strategic Advisors first reported a position in DLS in Q4 2023 and has held it in 11 quarters since. 60 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Marathon Strategic Advisors held 25,385 shares of WisdomTree International SmallCap Dividend Fund worth $2.13M as of Q2 2026.
  • Marathon Strategic Advisors bought 170 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $14.6K.
  • WisdomTree International SmallCap Dividend Fund made up 1.2% of Marathon Strategic Advisors's portfolio in Q2 2026, its #17 holding.
  • Marathon Strategic Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2023 and has held it in 11 quarters since.
  • 60 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.