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PrairieView Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

PrairieView Partners’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
2025
Q2 		$4.47M Buy
59,532
+6,964
+13% +$488K 0.43% 28
2025
Q1 		$3.47M Sell
52,568
-6,102
-10% -$397K 0.36% 34
2024
Q4 		$3.69M Buy
58,670
+2,803
+5% +$182K 0.39% 29
2024
Q3 		$3.86M Buy
55,867
+171
+0.3% +$11.3K 0.4% 35
2024
Q2 		$3.53M Sell
55,696
-1,483
-3% -$96.2K 0.4% 34
2024
Q1 		$3.73M Sell
57,179
-956
-2% -$60.6K 0.43% 34
2023
Q4 		$3.71M Buy
58,135
+895
+2% +$52.4K 0.46% 32
2023
Q3 		$3.29M Sell
57,240
-244
-0.4% -$14.6K 0.45% 30
2023
Q2 		$3.42M Sell
57,484
-1,121
-2% -$68.4K 0.45% 31
2023
Q1 		$3.57M Sell
58,605
-1,990
-3% -$122K 0.49% 32
2022
Q4 		$3.51M Sell
60,595
-17,711
-23% -$984K 0.52% 32
2022
Q3 		$4.03M Buy
78,306
+7,508
+11% +$437K 0.66% 27
2022
Q2 		$4.13M Sell
70,798
-12,031
-15% -$769K 0.64% 27
2022
Q1 		$5.68M Buy
82,829
+5,853
+8% +$411K 0.81% 24
2021
Q4 		$5.67M Buy
76,976
+8,939
+13% +$658K 0.79% 24
2021
Q3 		$5.05M Sell
68,037
-965
-1% -$73.5K 0.75% 24
2021
Q2 		$5.15M Sell
69,002
-801
-1% -$60.5K 0.77% 24
2021
Q1 		$5.04M Sell
69,803
-3,112
-4% -$220K 0.81% 24
2020
Q4 		$4.97M Sell
72,915
-101,973
-58% -$6.49M 0.87% 22
2020
Q3 		$10.5M Buy
174,888
+11,477
+7% +$675K 2.2% 15
2020
Q2 		$9.09M Buy
163,411
+22,556
+16% +$1.19M 2.01% 15
2020
Q1 		$6.77M Buy
140,855
+961
+0.7% +$59.9K 1.7% 16
2019
Q4 		$9.95M Buy
139,894
+25,576
+22% +$1.72M 2.14% 14
2019
Q3 		$7.26M Buy
114,318
+7,116
+7% +$450K 1.68% 16
2019
Q2 		$6.97M Buy
107,202
+10,401
+11% +$686K 1.74% 14
2019
Q1 		$6.37M Buy
96,801
+8,395
+9% +$544K 1.64% 15
2018
Q4 		$5.33M Buy
88,406
+2,974
+3% +$193K 1.5% 16
2018
Q3 		$6.08M Buy
85,432
+2,754
+3% +$197K 1.59% 16
2018
Q2 		$5.95M Buy
82,678
+3,624
+5% +$276K 1.53% 17
2018
Q1 		$6.04M Buy
79,054
+4,457
+6% +$347K 1.44% 15
2017
Q4 		$5.73M Buy
+74,597
New +$5.58M 1.61% 17

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PrairieView Partners's DLS Position: Q2 2025 in Review

PrairieView Partners increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 13% in Q2 2025, buying an estimated $488K and bringing the position to 59,532 shares worth $4.47M. The position accounts for 0.43% of the portfolio, ranked #28.

PrairieView Partners first reported a position in DLS in Q4 2017 and has held it in 31 quarters since. The position peaked at $10.5M in Q3 2020. 196 funds tracked by Wall St. Rank hold DLS as of Q2 2025.

  • PrairieView Partners held 59,532 shares of WisdomTree International SmallCap Dividend Fund worth $4.47M as of Q2 2025.
  • PrairieView Partners bought 6,964 WisdomTree International SmallCap Dividend Fund shares in Q2 2025, an estimated $488K.
  • WisdomTree International SmallCap Dividend Fund made up 0.43% of PrairieView Partners's portfolio in Q2 2025, its #28 holding.
  • PrairieView Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and has held it in 31 quarters since.
  • PrairieView Partners's WisdomTree International SmallCap Dividend Fund position peaked at $10.5M in Q3 2020.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.