Vestia Personal Wealth Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Vestia Personal Wealth 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
2026 Q2	$283K	Buy	3,374 +40	+1%	+$3.45K	0.11%	89
2026 Q1	$272K	Buy	3,334 +5	+0.2%	+$423	0.13%	86
2025 Q4	$277K	Buy	3,329 +24	+0.7%	+$1.9K	0.14%	80
2025 Q3	$263K	Sell	3,305 -16	-0.5%	-$1.25K	0.15%	84
2025 Q2	$249K	Buy	3,321 +43	+1%	+$3.02K	0.17%	84
2025 Q1	$216K	Buy	3,278 +10	+0.3%	+$651	0.17%	85
2024 Q4	$206K	Sell	3,268 -4	-0.1%	-$260	0.17%	88
2024 Q3	$226K	Buy	3,272 +16	+0.5%	+$1.06K	0.21%	71
2024 Q2	$207K	Buy	+3,256	New	+$211K	0.22%	71

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

Vestia Personal Wealth Advisors's DLS Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.2% in Q2 2026, buying an estimated $3.45K and bringing the position to 3,374 shares worth $283K. The position accounts for 0.11% of the portfolio, ranked #89.

Vestia Personal Wealth Advisors first reported a position in DLS in Q2 2024 and has held it in 9 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Vestia Personal Wealth Advisors held 3,374 shares of WisdomTree International SmallCap Dividend Fund worth $283K as of Q2 2026.
Vestia Personal Wealth Advisors bought 40 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $3.45K.
WisdomTree International SmallCap Dividend Fund made up 0.11% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #89 holding.
Vestia Personal Wealth Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2024 and has held it in 9 quarters since.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.