Redmont Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Redmont Wealth Advisors’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 Q4	$3.4K	Hold	42	–	–	0.01%	271
2025 Q3	$3.34K	Hold	42	–	–	﹤0.01%	280
2025 Q2	$3.15K	Hold	42	–	–	﹤0.01%	280
2025 Q1	$2.77K	Buy	+42	New	+$2.74K	0.01%	152
2024 Q4	–	Sell	-42	Closed	-$2.9K	–	136
2024 Q3	$2.9K	Hold	42	–	–	﹤0.01%	295
2024 Q2	$2.66K	Buy	+42	New	+$2.72K	﹤0.01%	305
2022 Q2	–	Sell	-3,355	Closed	-$230K	–	112
2022 Q1	$230K	Hold	3,355	–	–	0.24%	94
2021 Q4	$247K	Buy	+3,355	New	+$247K	0.26%	84

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Redmont Wealth Advisors's DLS Position: Q4 2025 in Review

Redmont Wealth Advisors held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q4 2025 at 42 shares worth $3.4K. The position accounts for 0.01% of the portfolio, ranked #271.

Redmont Wealth Advisors first reported a position in DLS in Q4 2021 and has held it in 8 quarters since. The position peaked at $247K in Q4 2021. 198 funds tracked by Wall St. Rank hold DLS as of Q4 2025.

Redmont Wealth Advisors held 42 shares of WisdomTree International SmallCap Dividend Fund worth $3.4K as of Q4 2025.
Redmont Wealth Advisors left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q4 2025.
WisdomTree International SmallCap Dividend Fund made up 0.01% of Redmont Wealth Advisors's portfolio in Q4 2025, its #271 holding.
Redmont Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and has held it in 8 quarters since.
Redmont Wealth Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $247K in Q4 2021.
198 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.