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

Sequoia Financial 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	$642K	Sell	7,666 -442	-5%	-$38.1K	﹤0.01%	1172
2026 Q1	$661K	Sell	8,108 -134	-2%	-$11.3K	﹤0.01%	1104
2025 Q4	$668K	Sell	8,242 -99	-1%	-$7.82K	﹤0.01%	1110
2025 Q3	$663K	Sell	8,341 -294	-3%	-$22.9K	﹤0.01%	987
2025 Q2	$649K	Sell	8,635 -838	-9%	-$58.8K	﹤0.01%	883
2025 Q1	$625K	Buy	+9,473	New	+$617K	﹤0.01%	772

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

Sequoia Financial Advisors's DLS Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 5.5% in Q2 2026, selling an estimated $38.1K and leaving 7,666 shares worth $642K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Sequoia Financial Advisors first reported a position in DLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $668K in Q4 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Sequoia Financial Advisors held 7,666 shares of WisdomTree International SmallCap Dividend Fund worth $642K as of Q2 2026.
Sequoia Financial Advisors sold 442 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $38.1K.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1172 holding.
Sequoia Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2025 and has held it in 6 quarters since.
Sequoia Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $668K in Q4 2025.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.