Morton Brown Family Wealth’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Morton Brown Family Wealth’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	$152K	Hold	1,820	–	–	0.03%	80
2026 Q1	$148K	Hold	1,820	–	–	0.04%	79
2025 Q4	$147K	Hold	1,820	–	–	0.04%	75
2025 Q3	$145K	Hold	1,820	–	–	0.04%	70
2025 Q2	$137K	Hold	1,820	–	–	0.04%	73
2025 Q1	$120K	Hold	1,820	–	–	0.04%	73
2024 Q4	$115K	Hold	1,820	–	–	0.04%	78
2024 Q3	$126K	Sell	1,820 -80	-4%	-$5.3K	0.04%	67
2024 Q2	$126K	Sell	1,900 -53	-3%	-$3.44K	0.05%	64
2024 Q1	$127K	Sell	1,953 -47	-2%	-$2.98K	0.05%	60
2023 Q4	$128K	Hold	2,000	–	–	0.06%	63
2023 Q3	$115K	Hold	2,000	–	–	0.06%	54
2023 Q2	$119K	Hold	2,000	–	–	0.06%	56
2023 Q1	$122K	Hold	2,000	–	–	0.07%	56
2022 Q4	$116K	Hold	2,000	–	–	0.08%	56
2022 Q3	$103K	Hold	2,000	–	–	0.08%	53
2022 Q2	$117K	Hold	2,000	–	–	0.09%	47
2022 Q1	$137K	Hold	2,000	–	–	0.1%	47
2021 Q4	$147K	Buy	+2,000	New	+$147K	0.11%	47

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

Morton Brown Family Wealth's DLS Position: Q2 2026 in Review

Morton Brown Family Wealth held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 1,820 shares worth $152K. The position accounts for 0.03% of the portfolio, ranked #80.

Morton Brown Family Wealth first reported a position in DLS in Q4 2021 and has held it in 19 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Morton Brown Family Wealth held 1,820 shares of WisdomTree International SmallCap Dividend Fund worth $152K as of Q2 2026.
Morton Brown Family Wealth left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up 0.03% of Morton Brown Family Wealth's portfolio in Q2 2026, its #80 holding.
Morton Brown Family Wealth first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.