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

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

Evanson Financial Mclean, Virginia $2.04B AUM

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return