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

Robinswood Financial’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	$857K	Buy	10,232 +18	+0.2%	+$1.55K	0.25%	39
2026 Q1	$833K	Sell	10,214 -91	-0.9%	-$7.7K	0.26%	39
2025 Q4	$835K	Buy	10,305 +9	+0.1%	+$711	0.27%	39
2025 Q3	$819K	Buy	10,296 +517	+5%	+$40.3K	0.27%	38
2025 Q2	$735K	Sell	9,779 -218	-2%	-$15.3K	0.26%	36
2025 Q1	$660K	Buy	9,997 +3	+0%	+$195	0.24%	36
2024 Q4	$629K	Sell	9,994 -642	-6%	-$41.8K	0.24%	34
2024 Q3	$734K	Buy	10,636 +6	+0.1%	+$398	0.27%	33
2024 Q2	$674K	Sell	10,630 -30	-0.3%	-$1.95K	0.27%	31
2024 Q1	$692K	Buy	10,660 +6	+0.1%	+$380	0.3%	32
2023 Q4	$680K	Sell	10,654 -1,216	-10%	-$71.2K	0.29%	34
2023 Q3	$682K	Buy	11,870 +200	+2%	+$12K	0.33%	32
2023 Q2	$694K	Buy	+11,670	New	+$712K	0.32%	31

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 $103B AUM 28.65% 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

Robinswood Financial's DLS Position: Q2 2026 in Review

Robinswood Financial increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.18% in Q2 2026, buying an estimated $1.55K and bringing the position to 10,232 shares worth $857K. The position accounts for 0.25% of the portfolio, ranked #39.

Robinswood Financial first reported a position in DLS in Q2 2023 and has held it in 13 quarters since. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Robinswood Financial held 10,232 shares of WisdomTree International SmallCap Dividend Fund worth $857K as of Q2 2026.
Robinswood Financial bought 18 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $1.55K.
WisdomTree International SmallCap Dividend Fund made up 0.25% of Robinswood Financial's portfolio in Q2 2026, its #39 holding.
Robinswood Financial first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2023 and has held it in 13 quarters since.
205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.