Planning Strategies’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Planning Strategies’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	$587	Buy	+7	New	+$603	﹤0.01%	831

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

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 $103B AUM 28.65% 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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Planning Strategies's DLS Position: Q2 2026 in Review

Planning Strategies opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 7 shares worth $587. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings.

201 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Planning Strategies held 7 shares of WisdomTree International SmallCap Dividend Fund worth $587 as of Q2 2026.
WisdomTree International SmallCap Dividend Fund was a new Planning Strategies position in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #831 holding.
201 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.