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

Root Financial Partners’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 		– Sell
-292
Closed -$23.8K – 1132
2026
Q1 		$23.8K Hold
292
– – ﹤0.01% 1223
2025
Q4 		$23.6K Buy
+292
New +$23.1K ﹤0.01% 1093

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

Root Financial Partners's DLS Position: Q2 2026 in Review

Root Financial Partners sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026, closing a stake of 292 shares — an estimated $23.8K sold.

Root Financial Partners first reported a position in DLS in Q4 2025 and held it in 2 quarters. The position peaked at $23.8K in Q1 2026. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Root Financial Partners reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 292 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $23.8K.
  • Root Financial Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2025 and held it in 2 quarters.
  • Root Financial Partners's WisdomTree International SmallCap Dividend Fund position peaked at $23.8K in Q1 2026.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.