MF
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Montis Financial’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Montis Financial’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 		$365K Buy
4,360
+61
+1% +$5.25K 0.07% 116
2026
Q1 		$350K Sell
4,299
-1,432
-25% -$121K 0.07% 114
2025
Q4 		$464K Buy
5,731
+2,569
+81% +$203K 0.09% 103
2025
Q3 		$251K Buy
3,162
+100
+3% +$7.79K 0.06% 137
2025
Q2 		$230K Sell
3,062
-53
-2% -$3.72K 0.06% 125
2025
Q1 		$206K Buy
+3,115
New +$203K 0.06% 141

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

Montis Financial's DLS Position: Q2 2026 in Review

Montis Financial increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.4% in Q2 2026, buying an estimated $5.25K and bringing the position to 4,360 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #116.

Montis Financial first reported a position in DLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $464K in Q4 2025. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Montis Financial held 4,360 shares of WisdomTree International SmallCap Dividend Fund worth $365K as of Q2 2026.
  • Montis Financial bought 61 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $5.25K.
  • WisdomTree International SmallCap Dividend Fund made up 0.07% of Montis Financial's portfolio in Q2 2026, its #116 holding.
  • Montis Financial first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
  • Montis Financial's WisdomTree International SmallCap Dividend Fund position peaked at $464K in Q4 2025.
  • 205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.