Newbridge Financial Services Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Newbridge Financial Services Group’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	$13.6K	Hold	162	–	–	﹤0.01%	802
2026 Q1	$13.2K	Hold	162	–	–	﹤0.01%	740
2025 Q4	$13.1K	Buy	162 +62	+62%	+$4.9K	﹤0.01%	742
2025 Q3	$7.95K	Hold	100	–	–	﹤0.01%	939
2025 Q2	$7.51K	Hold	100	–	–	﹤0.01%	950
2025 Q1	$6.6K	Hold	100	–	–	﹤0.01%	753
2024 Q4	$6.29K	Hold	100	–	–	﹤0.01%	830
2024 Q3	$6.91K	Buy	+100	New	+$6.63K	﹤0.01%	470
2023 Q1	–	Sell	-53	Closed	-$3.09K	–	1428
2022 Q4	$3.09K	Hold	53	–	–	﹤0.01%	1148
2022 Q3	$3K	Buy	53 +1	+2%	+$58	﹤0.01%	1123
2022 Q2	$3K	Buy	52 +1	+2%	+$64	﹤0.01%	1099
2022 Q1	$3K	Hold	51	–	–	﹤0.01%	1190
2021 Q4	$4K	Buy	51 +1	+2%	+$74	﹤0.01%	1111
2021 Q3	$4K	Buy	+50	New	+$3.81K	﹤0.01%	1050

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

Newbridge Financial Services Group's DLS Position: Q2 2026 in Review

Newbridge Financial Services Group held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 162 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Newbridge Financial Services Group first reported a position in DLS in Q3 2021 and has held it in 14 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Newbridge Financial Services Group held 162 shares of WisdomTree International SmallCap Dividend Fund worth $13.6K as of Q2 2026.
Newbridge Financial Services Group left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #802 holding.
Newbridge Financial Services Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2021 and has held it in 14 quarters since.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.