Osbon Capital Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Osbon Capital Management’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	$23.8K	Hold	284	–	–	0.02%	184
2026 Q1	$23.1K	Hold	284	–	–	0.02%	218
2025 Q4	$23K	Buy	+284	New	+$22.4K	0.02%	175
2019 Q2	$2.1M	Buy	+32,336	New	+$2.13M	2.24%	16

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

Osbon Capital Management's DLS Position: Q2 2026 in Review

Osbon Capital Management held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 284 shares worth $23.8K. The position accounts for 0.02% of the portfolio, ranked #184.

Osbon Capital Management first reported a position in DLS in Q2 2019 and has held it in 4 quarters since. The position peaked at $2.1M in Q2 2019. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Osbon Capital Management held 284 shares of WisdomTree International SmallCap Dividend Fund worth $23.8K as of Q2 2026.
Osbon Capital Management left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up 0.02% of Osbon Capital Management's portfolio in Q2 2026, its #184 holding.
Osbon Capital Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2019 and has held it in 4 quarters since.
Osbon Capital Management's WisdomTree International SmallCap Dividend Fund position peaked at $2.1M in Q2 2019.
205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.