Ritter Daniher Financial Advisory’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Ritter Daniher Financial Advisory’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	$22.4K	Buy	268 +5	+2%	+$431	﹤0.01%	353
2026 Q1	$21.4K	Hold	263	–	–	﹤0.01%	353
2025 Q4	$21.3K	Buy	+263	New	+$20.8K	﹤0.01%	357

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

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

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

Ritter Daniher Financial Advisory's DLS Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.9% in Q2 2026, buying an estimated $431 and bringing the position to 268 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Ritter Daniher Financial Advisory first reported a position in DLS in Q4 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Ritter Daniher Financial Advisory held 268 shares of WisdomTree International SmallCap Dividend Fund worth $22.4K as of Q2 2026.
Ritter Daniher Financial Advisory bought 5 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $431.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #353 holding.
Ritter Daniher Financial Advisory first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.