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

Tradition 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 Q2	$370K	Hold	4,412	–	–	0.02%	368
2026 Q1	$360K	Hold	4,412	–	–	0.03%	351
2025 Q4	$357K	Hold	4,412	–	–	0.03%	348
2025 Q3	$351K	Sell	4,412 -35	-0.8%	-$2.73K	0.03%	344
2025 Q2	$334K	Hold	4,447	–	–	0.03%	327
2025 Q1	$294K	Sell	4,447 -15	-0.3%	-$977	0.03%	334
2024 Q4	$281K	Sell	4,462 -44	-1%	-$2.86K	0.02%	332
2024 Q3	$311K	Hold	4,506	–	–	0.03%	315
2024 Q2	$286K	Sell	4,506 -294	-6%	-$19.1K	0.03%	320
2024 Q1	$313K	Hold	4,800	–	–	0.03%	299
2023 Q4	$306K	Sell	4,800 -106	-2%	-$6.2K	0.03%	272
2023 Q3	$282K	Buy	4,906 +1	+0%	+$60	0.03%	262
2023 Q2	$292K	Sell	4,905 -249	-5%	-$15.2K	0.03%	254
2023 Q1	$314K	Buy	5,154 +96	+2%	+$5.88K	0.04%	233
2022 Q4	$293K	Hold	5,058	–	–	0.04%	221
2022 Q3	$260K	Hold	5,058	–	–	0.04%	227
2022 Q2	$295K	Sell	5,058 -42	-0.8%	-$2.68K	0.04%	216
2022 Q1	$350K	Sell	5,100 -37	-0.7%	-$2.6K	0.04%	230
2021 Q4	$378K	Hold	5,137	–	–	0.05%	214
2021 Q3	$381K	Hold	5,137	–	–	0.05%	199
2021 Q2	$384K	Sell	5,137 -181	-3%	-$13.7K	0.06%	207
2021 Q1	$384K	Buy	5,318 +181	+4%	+$12.8K	0.07%	181
2020 Q4	$350K	Buy	+5,137	New	+$327K	0.07%	180

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

Tradition Wealth Management's DLS Position: Q2 2026 in Review

Tradition Wealth Management held its WisdomTree International SmallCap Dividend Fund (DLS) position steady in Q2 2026 at 4,412 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #368.

Tradition Wealth Management first reported a position in DLS in Q4 2020 and has held it in 23 quarters since. The position peaked at $384K in Q2 2021. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Tradition Wealth Management held 4,412 shares of WisdomTree International SmallCap Dividend Fund worth $370K as of Q2 2026.
Tradition Wealth Management left its WisdomTree International SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree International SmallCap Dividend Fund made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #368 holding.
Tradition Wealth Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2020 and has held it in 23 quarters since.
Tradition Wealth Management's WisdomTree International SmallCap Dividend Fund position peaked at $384K in Q2 2021.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.