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

Stonebridge 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	$928K	Hold	10,641	–	–	0.83%	21
2026 Q2	$892K	Hold	10,641	–	–	0.8%	22
2026 Q1	$867K	Buy	10,641 +139	+1%	+$11.8K	0.83%	22
2025 Q4	$851K	Sell	10,502 -150	-1%	-$11.8K	0.8%	25
2025 Q3	$847K	Sell	10,652 -201	-2%	-$15.6K	0.73%	26
2025 Q2	$815K	Buy	+10,853	New	+$761K	0.77%	25

Other funds holding DLS

NCM

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

GSF

Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Envision Financial Brookfield, Wisconsin $225M AUM 10.48% 1-Year Est. Return

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

Stonebridge Wealth Management held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q3 2026 at 10,641 shares worth $928K. The position accounts for 0.83% of the portfolio, ranked #21.

Stonebridge Wealth Management first reported a position in DLS in Q2 2025 and has held it in 6 quarters since. 33 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

Stonebridge Wealth Management held 10,641 shares of WisdomTree International SmallCap Dividend Fund worth $928K as of Q3 2026.
Stonebridge Wealth Management left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree International SmallCap Dividend Fund made up 0.83% of Stonebridge Wealth Management's portfolio in Q3 2026, its #21 holding.
Stonebridge Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2025 and has held it in 6 quarters since.
33 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Stonebridge Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.