Medallion Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Medallion Wealth 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 Q1	$67.6K	Sell	830 -45	-5%	-$3.81K	0.02%	417
2025 Q4	$70.9K	Buy	875 +12	+1%	+$948	0.02%	410
2025 Q3	$68.6K	Hold	863	–	–	0.02%	416
2025 Q2	$64.6K	Sell	863 -33	-4%	-$2.31K	0.03%	418
2025 Q1	$59.2K	Buy	896 +146	+19%	+$9.51K	0.03%	394
2024 Q4	$47.4K	Buy	+750	New	+$48.8K	0.02%	420

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Medallion Wealth Advisors's DLS Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 5.1% in Q1 2026, selling an estimated $3.81K and leaving 830 shares worth $67.6K. The position accounts for 0.02% of the portfolio, ranked #417.

Medallion Wealth Advisors first reported a position in DLS in Q4 2024 and has held it in 6 quarters since. The position peaked at $70.9K in Q4 2025. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

Medallion Wealth Advisors held 830 shares of WisdomTree International SmallCap Dividend Fund worth $67.6K as of Q1 2026.
Medallion Wealth Advisors sold 45 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $3.81K.
WisdomTree International SmallCap Dividend Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q1 2026, its #417 holding.
Medallion Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $70.9K in Q4 2025.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.