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

Operose 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	$55.5K	Hold	662	–	–	0.01%	308
2026 Q1	$54K	Buy	662 +8	+1%	+$677	0.01%	278
2025 Q4	$53K	Buy	654 +573	+707%	+$45.3K	0.01%	280
2025 Q3	$6.44K	Hold	81	–	–	﹤0.01%	383
2025 Q2	$6.08K	Hold	81	–	–	﹤0.01%	358
2025 Q1	$5.35K	Sell	81 -904	-92%	-$58.9K	﹤0.01%	346
2024 Q4	$62K	Buy	+985	New	+$64.1K	0.02%	198

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

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Operose Advisors's DLS Position: Q2 2026 in Review

Operose Advisors held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 662 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #308.

Operose Advisors first reported a position in DLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $62K in Q4 2024. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Operose Advisors held 662 shares of WisdomTree International SmallCap Dividend Fund worth $55.5K as of Q2 2026.
Operose Advisors left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #308 holding.
Operose Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Operose Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $62K in Q4 2024.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

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