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 Q3	$385K	Buy	4,414 +54	+1%	+$4.71K	0.08%	109
2026 Q2	$365K	Buy	4,360 +61	+1%	+$5.26K	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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Atomi Financial Group New York $3.91B AUM 21.86% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Montis Financial's DLS Position: Q3 2026 in Review

Montis Financial increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.2% in Q3 2026, buying an estimated $4.71K and bringing the position to 4,414 shares worth $385K. The position accounts for 0.08% of the portfolio, ranked #109.

Montis Financial first reported a position in DLS in Q1 2025 and has held it in 7 quarters since. The position peaked at $464K in Q4 2025. 109 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

Montis Financial held 4,414 shares of WisdomTree International SmallCap Dividend Fund worth $385K as of Q3 2026.
Montis Financial bought 54 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $4.71K.
WisdomTree International SmallCap Dividend Fund made up 0.08% of Montis Financial's portfolio in Q3 2026, its #109 holding.
Montis Financial first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2025 and has held it in 7 quarters since.
Montis Financial's WisdomTree International SmallCap Dividend Fund position peaked at $464K in Q4 2025.
109 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Montis Financial's 13F filing for Q3 2026, filed 4 Nov 2026.