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Ritholtz Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Ritholtz Wealth Management’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 		$1.69M Sell
20,136
-228
-1% -$19.6K 0.03% 464
2026
Q1 		$1.66M Sell
20,364
-30
-0.1% -$2.54K 0.03% 420
2025
Q4 		$1.65M Hold
20,394
– – 0.03% 389
2025
Q3 		$1.62M Sell
20,394
-424
-2% -$33K 0.03% 386
2025
Q2 		$1.56M Sell
20,818
-259
-1% -$18.2K 0.03% 354
2025
Q1 		$1.39M Sell
21,077
-2,015
-9% -$131K 0.04% 328
2024
Q4 		$1.45M Buy
23,092
+1,673
+8% +$109K 0.04% 286
2024
Q3 		$1.48M Sell
21,419
-1,934
-8% -$128K 0.04% 291
2024
Q2 		$1.48M Sell
23,353
-195
-0.8% -$12.6K 0.05% 255
2024
Q1 		$1.54M Sell
23,548
-5,468
-19% -$346K 0.05% 248
2023
Q4 		$1.85M Buy
29,016
+1,501
+5% +$87.8K 0.07% 184
2023
Q3 		$1.58M Sell
27,515
-3,063
-10% -$183K 0.07% 185
2023
Q2 		$1.82M Buy
30,578
+1,437
+5% +$87.7K 0.08% 156
2023
Q1 		$1.78M Sell
29,141
-4,149
-12% -$254K 0.09% 145
2022
Q4 		$1.93M Sell
33,290
-5,684
-15% -$316K 0.11% 131
2022
Q3 		$2M Sell
38,974
-13,495
-26% -$786K 0.11% 132
2022
Q2 		$3.06M Sell
52,469
-1,579
-3% -$101K 0.19% 62
2022
Q1 		$3.71M Sell
54,048
-642
-1% -$45K 0.25% 44
2021
Q4 		$4.03M Sell
54,690
-3,263
-6% -$240K 0.25% 41
2021
Q3 		$4.3M Sell
57,953
-1,046
-2% -$79.6K 0.3% 36
2021
Q2 		$4.41M Sell
58,999
-90
-0.2% -$6.8K 0.32% 31
2021
Q1 		$4.27M Sell
59,089
-2,745
-4% -$194K 0.36% 27
2020
Q4 		$4.21M Buy
61,834
+2,051
+3% +$130K 0.4% 25
2020
Q3 		$3.58M Sell
59,783
-9,921
-14% -$584K 0.4% 25
2020
Q2 		$3.88M Buy
69,704
+20,242
+41% +$1.07M 0.5% 24
2020
Q1 		$2.38M Sell
49,462
-7,884
-14% -$491K 0.38% 28
2019
Q4 		$4.08M Buy
57,346
+1,005
+2% +$67.8K 0.59% 17
2019
Q3 		$3.58M Buy
56,341
+49
+0.1% +$3.1K 0.58% 19
2019
Q2 		$3.66M Sell
56,292
-11,288
-17% -$744K 0.63% 18
2019
Q1 		$4.45M Sell
67,580
-154,180
-70% -$9.99M 0.81% 17
2018
Q4 		$13.4M Buy
+221,760
New +$14.4M 3.03% 10

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
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

Ritholtz Wealth Management's DLS Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.1% in Q2 2026, selling an estimated $19.6K and leaving 20,136 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #464.

Ritholtz Wealth Management first reported a position in DLS in Q4 2018 and has held it in 31 quarters since. The position peaked at $13.4M in Q4 2018. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Ritholtz Wealth Management held 20,136 shares of WisdomTree International SmallCap Dividend Fund worth $1.69M as of Q2 2026.
  • Ritholtz Wealth Management sold 228 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $19.6K.
  • WisdomTree International SmallCap Dividend Fund made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #464 holding.
  • Ritholtz Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2018 and has held it in 31 quarters since.
  • Ritholtz Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $13.4M in Q4 2018.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.