Spire Wealth Management
DLS icon

Spire Wealth Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Spire Wealth 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
Q3 		$827K Sell
9,482
-118
-1% -$10.3K 0.03% 424
2026
Q2 		$804K Sell
9,600
-80
-0.8% -$6.89K 0.02% 440
2026
Q1 		$789K Sell
9,680
-1,342
-12% -$113K 0.03% 425
2025
Q4 		$893K Sell
11,022
-1,157
-9% -$91.4K 0.03% 413
2025
Q3 		$968K Buy
12,179
+45
+0.4% +$3.5K 0.03% 379
2025
Q2 		$911K Buy
12,134
+111
+0.9% +$7.78K 0.03% 379
2025
Q1 		$794K Sell
12,023
-567
-5% -$36.9K 0.03% 457
2024
Q4 		$793K Buy
12,590
+163
+1% +$10.6K 0.02% 445
2024
Q3 		$858K Buy
12,427
+81
+0.7% +$5.37K 0.03% 403
2024
Q2 		$783K Buy
12,346
+793
+7% +$51.4K 0.03% 395
2024
Q1 		$753K Buy
11,553
+838
+8% +$53.1K 0.01% 432
2023
Q4 		$663K Hold
10,715
– – 0.02% 452
2023
Q3 		$616K Hold
10,715
– – 0.02% 435
2023
Q2 		$637K Sell
10,715
-340
-3% -$20.7K 0.02% 438
2023
Q1 		$674K Buy
11,055
+432
+4% +$26.5K 0.03% 423
2022
Q4 		$616K Sell
10,623
-7,505
-41% -$417K 0.03% 322
2022
Q3 		$932K Sell
18,128
-436
-2% -$25.4K 0.06% 220
2022
Q2 		$1.08M Buy
18,564
+566
+3% +$36.2K 0.04% 317
2022
Q1 		$1.24M Sell
17,998
-2,808
-13% -$197K 0.03% 350
2021
Q4 		$1.53M Buy
20,806
+2,799
+16% +$206K 0.03% 353
2021
Q3 		$1.34M Buy
18,007
+6
+0% +$457 0.04% 349
2021
Q2 		$1.34M Sell
18,001
-7,920
-31% -$598K 0.04% 356
2021
Q1 		$1.88M Buy
+25,921
New +$1.83M 0.05% 294

Other funds holding DLS

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Grove Street Fiduciary
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Spire Wealth Management's DLS Position: Q3 2026 in Review

Spire Wealth Management reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.2% in Q3 2026, selling an estimated $10.3K and leaving 9,482 shares worth $827K. The position accounts for 0.03% of the portfolio, ranked #424.

Spire Wealth Management first reported a position in DLS in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.88M in Q1 2021. 66 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

  • Spire Wealth Management held 9,482 shares of WisdomTree International SmallCap Dividend Fund worth $827K as of Q3 2026.
  • Spire Wealth Management sold 118 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $10.3K.
  • WisdomTree International SmallCap Dividend Fund made up 0.03% of Spire Wealth Management's portfolio in Q3 2026, its #424 holding.
  • Spire Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $1.88M in Q1 2021.
  • 66 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.