Pinney & Scofield’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Pinney & Scofield’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	$7.01K	Hold	86	–	–	﹤0.01%	194
2025 Q4	$6.97K	Hold	86	–	–	﹤0.01%	177
2025 Q3	$6.84K	Hold	86	–	–	﹤0.01%	182
2025 Q2	$6.46K	Hold	86	–	–	﹤0.01%	187
2025 Q1	$5.68K	Hold	86	–	–	﹤0.01%	182
2024 Q4	$5.41K	Buy	+86	New	+$5.6K	﹤0.01%	188

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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 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

Pinney & Scofield's DLS Position: Q1 2026 in Review

Pinney & Scofield held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q1 2026 at 86 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #194.

Pinney & Scofield first reported a position in DLS in Q4 2024 and has held it in 6 quarters since. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

Pinney & Scofield held 86 shares of WisdomTree International SmallCap Dividend Fund worth $7.01K as of Q1 2026.
Pinney & Scofield left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q1 2026.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Pinney & Scofield's portfolio in Q1 2026, its #194 holding.
Pinney & Scofield first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 6 quarters since.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.