Strategic Wealth Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Strategic Wealth Partners’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
2025 Q2	–	Hold	0	–	–	–	1124
2019 Q1	–	Sell	-416	Closed	-$27K	–	774
2018 Q4	$27K	Sell	416 -91	-18%	-$5.9K	0.01%	292
2018 Q3	$36K	Hold	507	–	–	0.02%	259
2018 Q2	$36K	Buy	507 +6	+1%	+$457	0.02%	287
2018 Q1	$38K	Buy	+501	New	+$39K	0.02%	267

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Strategic Wealth Partners's DLS Position: Q2 2025 in Review

Strategic Wealth Partners held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2025 at 0 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Strategic Wealth Partners first reported a position in DLS in Q1 2018 and has held it in 4 quarters since. The position peaked at $38K in Q1 2018. 196 funds tracked by Wall St. Rank hold DLS as of Q2 2025.

Strategic Wealth Partners held 0 shares of WisdomTree International SmallCap Dividend Fund worth $35 as of Q2 2025.
Strategic Wealth Partners left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2025.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2025, its #1124 holding.
Strategic Wealth Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2018 and has held it in 4 quarters since.
Strategic Wealth Partners's WisdomTree International SmallCap Dividend Fund position peaked at $38K in Q1 2018.
196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2025.

Based on Strategic Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.