Marathon Strategic Advisors
DLS icon

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
Q3 		$2.22M Buy
25,504
+119
+0.5% +$10.4K 1.3% 17
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

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Grove Street Fiduciary
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Marathon Strategic Advisors's DLS Position: Q3 2026 in Review

Marathon Strategic Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.47% in Q3 2026, buying an estimated $10.4K and bringing the position to 25,504 shares worth $2.22M. The position accounts for 1.3% of the portfolio, ranked #17.

Marathon Strategic Advisors first reported a position in DLS in Q4 2023 and has held it in 12 quarters since. 66 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

  • Marathon Strategic Advisors held 25,504 shares of WisdomTree International SmallCap Dividend Fund worth $2.22M as of Q3 2026.
  • Marathon Strategic Advisors bought 119 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $10.4K.
  • WisdomTree International SmallCap Dividend Fund made up 1.3% of Marathon Strategic Advisors's portfolio in Q3 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 12 quarters since.
  • 66 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Marathon Strategic Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.