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True Link Financial Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

True Link Financial Advisors’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 		– Sell
-5,100
Closed -$337K – 95
2025
Q1 		$337K Buy
+5,100
New +$332K 0.03% 70

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

True Link Financial Advisors's DLS Position: Q2 2025 in Review

True Link Financial Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2025, closing a stake of 5,100 shares — an estimated $337K sold.

True Link Financial Advisors first reported a position in DLS in Q1 2025 and held it in 1 quarter. The position peaked at $337K in Q1 2025. 196 funds tracked by Wall St. Rank hold DLS as of Q2 2025.

  • True Link Financial Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2025 after selling out during the quarter.
  • True Link Financial Advisors sold 5,100 WisdomTree International SmallCap Dividend Fund shares in Q2 2025, an estimated $337K.
  • True Link Financial Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2025 and held it in 1 quarter.
  • True Link Financial Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $337K in Q1 2025.
  • 196 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2025.

Based on True Link Financial Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.