Root Financial Partners
DLS icon

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
Q3 		$25.4K Buy
+292
New +$25.5K ﹤0.01% 1428
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

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $27.3B AUM 16.34% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM

Root Financial Partners's DLS Position: Q3 2026 in Review

Root Financial Partners opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2026: 292 shares worth $25.4K. The stake represents ﹤0.01% of the portfolio and ranks #1428 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in DLS as recently as Q1 2026.

Root Financial Partners first reported a position in DLS in Q4 2025 and has held it in 3 quarters since. 181 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

  • Root Financial Partners held 292 shares of WisdomTree International SmallCap Dividend Fund worth $25.4K as of Q3 2026.
  • WisdomTree International SmallCap Dividend Fund was a new Root Financial Partners position in Q3 2026.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1428 holding.
  • Root Financial Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2025 and has held it in 3 quarters since.
  • 181 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.