Tandem Investment Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Tandem Investment 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
2026 Q2	$505K	Sell	6,025 -1,645	-21%	-$142K	0.39%	47
2026 Q1	$625K	Sell	7,670 -20,055	-72%	-$1.7M	0.53%	43
2025 Q4	$2.25M	Buy	27,725 +305	+1%	+$24.1K	1.89%	20
2025 Q3	$2.18M	Sell	27,420 -875	-3%	-$68.1K	1.79%	21
2025 Q2	$2.13M	Buy	28,295 +705	+3%	+$49.4K	1.85%	20
2025 Q1	$1.82M	Buy	27,590 +55	+0.2%	+$3.58K	1.8%	19
2024 Q4	$1.73M	Buy	+27,535	New	+$1.79M	1.66%	19

Other funds holding DLS

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

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

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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

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

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Tandem Investment Partners's DLS Position: Q2 2026 in Review

Tandem Investment Partners reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 21% in Q2 2026, selling an estimated $142K and leaving 6,025 shares worth $505K. The position accounts for 0.39% of the portfolio, ranked #47.

Tandem Investment Partners first reported a position in DLS in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.25M in Q4 2025. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Tandem Investment Partners held 6,025 shares of WisdomTree International SmallCap Dividend Fund worth $505K as of Q2 2026.
Tandem Investment Partners sold 1,645 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $142K.
WisdomTree International SmallCap Dividend Fund made up 0.39% of Tandem Investment Partners's portfolio in Q2 2026, its #47 holding.
Tandem Investment Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2024 and has held it in 7 quarters since.
Tandem Investment Partners's WisdomTree International SmallCap Dividend Fund position peaked at $2.25M in Q4 2025.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Tandem Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.