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Signature Estate & Investment Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Signature Estate & Investment 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 		$538K Sell
6,418
-837
-12% -$72.1K 0.01% 412
2026
Q1 		$591K Sell
7,255
-32
-0.4% -$2.71K 0.01% 388
2025
Q4 		$590K Sell
7,287
-1,347
-16% -$106K 0.01% 357
2025
Q3 		$686K Buy
8,634
+274
+3% +$21.3K 0.01% 320
2025
Q2 		$628K Buy
8,360
+117
+1% +$8.2K 0.01% 315
2025
Q1 		$544K Sell
8,243
-1,758
-18% -$115K 0.01% 325
2024
Q4 		$630K Sell
10,001
-7,940
-44% -$517K 0.02% 290
2024
Q3 		$1.24M Sell
17,941
-8,148
-31% -$540K 0.03% 172
2024
Q2 		$1.66M Buy
+26,089
New +$1.69M 0.04% 145
2018
Q3 		– Sell
-2,640
Closed -$190K – 157
2018
Q2 		$190K Sell
2,640
-3,216
-55% -$245K 0.02% 131
2018
Q1 		$448K Sell
5,856
-227,976
-97% -$17.7M 0.05% 112
2017
Q4 		$18M Sell
233,832
-104,446
-31% -$7.82M 1.83% 22
2017
Q3 		$25M Buy
338,278
+18,562
+6% +$1.34M 2.79% 10
2017
Q2 		$22.2M Buy
319,716
+19,859
+7% +$1.36M 2.64% 10
2017
Q1 		$19.6M Buy
299,857
+31,721
+12% +$2.02M 2.45% 10
2016
Q4 		$16.1M Buy
268,136
+33,721
+14% +$2.02M 2.23% 12
2016
Q3 		$14.4M Buy
234,415
+52,342
+29% +$3.11M 2.11% 13
2016
Q2 		$10.2M Buy
182,073
+34,031
+23% +$2.01M 1.63% 26
2016
Q1 		$8.72M Sell
148,042
-10,516
-7% -$581K 1.43% 29
2015
Q4 		$9.21M Buy
158,558
+7,515
+5% +$435K 1.59% 28
2015
Q3 		$8.33M Buy
151,043
+21,557
+17% +$1.26M 1.74% 29
2015
Q2 		$7.81M Buy
129,486
+24,716
+24% +$1.54M 1.75% 29
2015
Q1 		$6.21M Buy
104,770
+21,501
+26% +$1.24M 1.64% 29
2014
Q4 		$4.62M Sell
83,269
-439,591
-84% -$25M 1.54% 25
2014
Q3 		$30.9M Buy
522,860
+68,178
+15% +$4.32M 11.05% 1
2014
Q2 		$29.5M Buy
454,682
+113,936
+33% +$7.39M 10.36% 1
2014
Q1 		$22.2M Buy
340,746
+316,508
+1,306% +$20.1M 8.68% 1
2013
Q4 		$1.53M Buy
+24,238
New +$1.49M 0.76% 34

Other funds holding DLS

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
WW
Waterfront Wealth Overland Park, Kansas $645M AUM 27.59% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Signature Estate & Investment Advisors's DLS Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 12% in Q2 2026, selling an estimated $72.1K and leaving 6,418 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #412.

Signature Estate & Investment Advisors first reported a position in DLS in Q4 2013 and has held it in 28 quarters since. The position peaked at $30.9M in Q3 2014. 111 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Signature Estate & Investment Advisors held 6,418 shares of WisdomTree International SmallCap Dividend Fund worth $538K as of Q2 2026.
  • Signature Estate & Investment Advisors sold 837 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $72.1K.
  • WisdomTree International SmallCap Dividend Fund made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #412 holding.
  • Signature Estate & Investment Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2013 and has held it in 28 quarters since.
  • Signature Estate & Investment Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $30.9M in Q3 2014.
  • 111 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.