NewEdge Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

NewEdge 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	$309K	Buy	+3,690	New	+$318K	﹤0.01%	2466
2023 Q4	–	Sell	-69	Closed	-$3.95K	–	3775
2023 Q3	$3.95K	Buy	69 +1	+1%	+$60	﹤0.01%	2878
2023 Q2	$4.06K	Buy	68 +1	+1%	+$61	﹤0.01%	2879
2023 Q1	$4.07K	Buy	67 +1	+2%	+$61	﹤0.01%	2849
2022 Q4	$4	Buy	+66	New	+$3.67K	﹤0.01%	3834

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

NewEdge Advisors's DLS Position: Q2 2026 in Review

NewEdge Advisors opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 3,690 shares worth $309K. The stake represents ﹤0.01% of the portfolio and ranks #2466 among its holdings. This is a return to the name: NewEdge Advisors previously reported a position in DLS as recently as Q3 2023.

NewEdge Advisors first reported a position in DLS in Q4 2022 and has held it in 5 quarters since. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

NewEdge Advisors held 3,690 shares of WisdomTree International SmallCap Dividend Fund worth $309K as of Q2 2026.
WisdomTree International SmallCap Dividend Fund was a new NewEdge Advisors position in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2466 holding.
NewEdge Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2022 and has held it in 5 quarters since.
205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.