Sound Income Strategies’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Sound Income Strategies’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	–	Sell	-98	Closed	-$8.12K	–	955
2026 Q1	$8.12K	Hold	98	–	–	﹤0.01%	1608
2025 Q4	$8.19K	Hold	98	–	–	﹤0.01%	1587
2025 Q3	$7.73K	Hold	98	–	–	﹤0.01%	1069
2025 Q2	$7.36K	Hold	98	–	–	﹤0.01%	1006
2025 Q1	$6.47K	Hold	98	–	–	﹤0.01%	1010
2024 Q4	$6.17K	Hold	98	–	–	﹤0.01%	950
2024 Q3	$6.77K	Hold	98	–	–	﹤0.01%	885
2024 Q2	$6.22K	Buy	+98	New	+$6.36K	﹤0.01%	889
2024 Q1	–	Sell	-269	Closed	-$17.2K	–	1375
2023 Q4	$17.2K	Buy	+269	New	+$15.7K	﹤0.01%	623
2022 Q4	–	Sell	-12	Closed	-$1K	–	991
2022 Q3	$1K	Hold	12	–	–	﹤0.01%	775
2022 Q2	$1K	Buy	+12	New	+$767	﹤0.01%	793

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Sound Income Strategies's DLS Position: Q2 2026 in Review

Sound Income Strategies sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026, closing a stake of 98 shares — an estimated $8.12K sold.

Sound Income Strategies first reported a position in DLS in Q2 2022 and held it in 11 quarters. The position peaked at $17.2K in Q4 2023. 160 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Sound Income Strategies reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 98 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $8.12K.
Sound Income Strategies first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2022 and held it in 11 quarters.
Sound Income Strategies's WisdomTree International SmallCap Dividend Fund position peaked at $17.2K in Q4 2023.
160 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.