SG
DLS icon

Sharper & Granite’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Sharper & Granite’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
Q1 		$1.29M Sell
15,840
-1,360
-8% -$115K 0.44% 59
2025
Q4 		$1.39M Sell
17,200
-160
-0.9% -$12.6K 0.49% 56
2025
Q3 		$1.38M Sell
17,360
-6,550
-27% -$510K 0.49% 56
2025
Q2 		$1.8M Sell
23,910
-2,340
-9% -$164K 0.68% 43
2025
Q1 		$1.73M Sell
26,250
-4,455
-15% -$290K 0.72% 42
2024
Q4 		$1.93M Sell
30,705
-3,285
-10% -$214K 0.85% 33
2024
Q3 		$2.35M Buy
33,990
+150
+0.4% +$9.94K 1.05% 27
2024
Q2 		$2.15M Buy
33,840
+1,140
+3% +$73.9K 1.02% 28
2024
Q1 		$2.12M Sell
32,700
-4,210
-11% -$267K 1.02% 31
2023
Q4 		$2.36M Sell
36,910
-1,945
-5% -$114K 1.22% 26
2023
Q3 		$2.23M Buy
38,855
+310
+0.8% +$18.5K 1.3% 25
2023
Q2 		$2.29M Buy
38,545
+1,745
+5% +$106K 1.32% 24
2023
Q1 		$2.24M Buy
36,800
+55
+0.1% +$3.37K 1.35% 24
2022
Q4 		$2.13M Buy
+36,745
New +$2.04M 1.42% 23

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.24B AUM 32.85% 1-Year Est. Return