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Sachetta’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Sachetta’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
2025
Q2 		– Sell
-20
Closed -$1.32K – 1125
2025
Q1 		$1.32K Hold
20
– – ﹤0.01% 881
2024
Q4 		$1.26K Hold
20
– – ﹤0.01% 938
2024
Q3 		$1.38K Hold
20
– – ﹤0.01% 972
2024
Q2 		$1.32K Hold
20
– – ﹤0.01% 970
2024
Q1 		$1.28K Hold
20
– – ﹤0.01% 852
2023
Q4 		$1.28K Buy
+20
New +$1.17K ﹤0.01% 852

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sachetta's DLS Position: Q2 2025 in Review

Sachetta sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2025, closing a stake of 20 shares — an estimated $1.32K sold.

Sachetta first reported a position in DLS in Q4 2023 and held it in 6 quarters. The position peaked at $1.38K in Q3 2024. 196 funds tracked by Wall St. Rank hold DLS as of Q2 2025.

  • Sachetta reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • Sachetta sold 20 WisdomTree International SmallCap Dividend Fund shares in Q2 2025, an estimated $1.32K.
  • Sachetta first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2023 and held it in 6 quarters.
  • Sachetta's WisdomTree International SmallCap Dividend Fund position peaked at $1.38K in Q3 2024.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2025.

Based on Sachetta's 13F filing for Q2 2025, filed 23 Jul 2025.