SAM
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Smartleaf Asset Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Smartleaf Asset Management’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 		$412 Sell
5
-72
-94% -$6.09K ﹤0.01% 3255
2025
Q4 		$6.27K Buy
77
+72
+1,440% +$5.69K ﹤0.01% 2610
2025
Q3 		$411 Sell
5
-1
-17% -$78 ﹤0.01% 2880
2025
Q2 		$463 Hold
6
– – ﹤0.01% 2601
2025
Q1 		$432 Sell
6
-1
-14% -$65 ﹤0.01% 2718
2024
Q4 		$470 Sell
7
-28
-80% -$1.82K ﹤0.01% 2795
2024
Q3 		$2.41K Sell
35
-20,573
-100% -$1.36M ﹤0.01% 2418
2024
Q2 		$1.31M Buy
20,608
+407
+2% +$26.4K 0.21% 109
2024
Q1 		$1.32M Sell
20,201
-2,490
-11% -$158K 0.26% 90
2023
Q4 		$1.45M Buy
+22,691
New +$1.33M 0.39% 64

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