Prospera Financial Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Prospera Financial Services’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	–	Sell	-18,888	Closed	-$1.53M	–	1444
2025 Q4	$1.53M	Buy	18,888 +501	+3%	+$39.6K	0.03%	551
2025 Q3	$1.46M	Buy	18,387 +352	+2%	+$27.4K	0.02%	563
2025 Q2	$1.35M	Buy	18,035 +234	+1%	+$16.4K	0.03%	568
2025 Q1	$1.17M	Buy	17,801 +1,882	+12%	+$123K	0.03%	517
2024 Q4	$1M	Buy	+15,919	New	+$1.04M	0.02%	546

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Prospera Financial Services's DLS Position: Q1 2026 in Review

Prospera Financial Services sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2026, closing a stake of 18,888 shares — an estimated $1.53M sold.

Prospera Financial Services first reported a position in DLS in Q4 2024 and held it in 5 quarters. The position peaked at $1.53M in Q4 2025. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

Prospera Financial Services reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2026 after selling out during the quarter.
Prospera Financial Services sold 18,888 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $1.53M.
Prospera Financial Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and held it in 5 quarters.
Prospera Financial Services's WisdomTree International SmallCap Dividend Fund position peaked at $1.53M in Q4 2025.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Prospera Financial Services's 13F filing for Q1 2026, filed 14 Apr 2026.