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 Q2	$70K	Buy	835 +5	+0.6%	+$431	0.02%	401
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 $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

Medallion Wealth Advisors's DLS Position: Q2 2026 in Review

Medallion Wealth Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.6% in Q2 2026, buying an estimated $431 and bringing the position to 835 shares worth $70K. The position accounts for 0.02% of the portfolio, ranked #401.

Medallion Wealth Advisors first reported a position in DLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $70.9K in Q4 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Medallion Wealth Advisors held 835 shares of WisdomTree International SmallCap Dividend Fund worth $70K as of Q2 2026.
Medallion Wealth Advisors bought 5 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $431.
WisdomTree International SmallCap Dividend Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #401 holding.
Medallion Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $70.9K in Q4 2025.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.