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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
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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

Osbon Capital Management's DLS Position: Q1 2026 in Review

Osbon Capital Management held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q1 2026 at 284 shares worth $23.1K. The position accounts for 0.02% of the portfolio, ranked #218.

Osbon Capital Management first reported a position in DLS in Q2 2019 and has held it in 3 quarters since. The position peaked at $2.1M in Q2 2019. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

  • Osbon Capital Management held 284 shares of WisdomTree International SmallCap Dividend Fund worth $23.1K as of Q1 2026.
  • Osbon Capital Management left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q1 2026.
  • WisdomTree International SmallCap Dividend Fund made up 0.02% of Osbon Capital Management's portfolio in Q1 2026, its #218 holding.
  • Osbon Capital Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2019 and has held it in 3 quarters since.
  • Osbon Capital Management's WisdomTree International SmallCap Dividend Fund position peaked at $2.1M in Q2 2019.
  • 204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.