Sanctuary Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Sanctuary Advisors’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	$429K	Sell	5,119 -1,158	-18%	-$99.8K	﹤0.01%	2084
2026 Q1	$512K	Sell	6,277 -420	-6%	-$35.5K	﹤0.01%	1765
2025 Q4	$542K	Sell	6,697 -15	-0.2%	-$1.19K	﹤0.01%	1675
2025 Q3	$534K	Buy	6,712 +332	+5%	+$25.9K	﹤0.01%	1674
2025 Q2	$479K	Sell	6,380 -396	-6%	-$27.8K	﹤0.01%	1656
2025 Q1	$447K	Sell	6,776 -98	-1%	-$6.38K	﹤0.01%	1582
2024 Q4	$444K	Sell	6,874 -691	-9%	-$45K	﹤0.01%	1752
2024 Q3	$484K	Sell	7,565 -3,827	-34%	-$254K	﹤0.01%	1716
2024 Q2	$727K	Buy	+11,392	New	+$739K	0.01%	1378

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 $104B AUM 28.3% 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

Sanctuary Advisors's DLS Position: Q2 2026 in Review

Sanctuary Advisors reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 18% in Q2 2026, selling an estimated $99.8K and leaving 5,119 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2084.

Sanctuary Advisors first reported a position in DLS in Q2 2024 and has held it in 9 quarters since. The position peaked at $727K in Q2 2024. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Sanctuary Advisors held 5,119 shares of WisdomTree International SmallCap Dividend Fund worth $429K as of Q2 2026.
Sanctuary Advisors sold 1,158 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $99.8K.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2084 holding.
Sanctuary Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $727K in Q2 2024.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.