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

Wealth Architects’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	$2.68M	Sell	32,033 -252	-0.8%	-$21.7K	0.21%	63
2026 Q1	$2.63M	Sell	32,285 -2,348	-7%	-$199K	0.23%	60
2025 Q4	$2.81M	Sell	34,633 -100	-0.3%	-$7.9K	0.25%	57
2025 Q3	$2.76M	Sell	34,733 -200	-0.6%	-$15.6K	0.26%	55
2025 Q2	$2.62M	Sell	34,933 -367	-1%	-$25.7K	0.27%	53
2025 Q1	$2.33M	Sell	35,300 -1,325	-4%	-$86.3K	0.26%	57
2024 Q4	$2.31M	Hold	36,625	–	–	0.26%	54
2024 Q3	$2.53M	Sell	36,625 -188	-0.5%	-$12.5K	0.29%	50
2024 Q2	$2.34M	Sell	36,813 -334	-0.9%	-$21.7K	0.29%	49
2024 Q1	$2.42M	Sell	37,147 -61	-0.2%	-$3.87K	0.32%	45
2023 Q4	$2.38M	Hold	37,208	–	–	0.33%	44
2023 Q3	$2.14M	Hold	37,208	–	–	0.36%	41
2023 Q2	$2.21M	Sell	37,208 -524	-1%	-$32K	0.37%	40
2023 Q1	$2.3M	Sell	37,732 -1,151	-3%	-$70.5K	0.41%	38
2022 Q4	$2.25M	Sell	38,883 -8,021	-17%	-$446K	0.43%	35
2022 Q3	$2.41M	Sell	46,904 -1,850	-4%	-$108K	0.51%	33
2022 Q2	$2.85M	Sell	48,754 -9,871	-17%	-$631K	0.56%	30
2022 Q1	$4.02M	Buy	58,625 +5,568	+10%	+$391K	0.68%	26
2021 Q4	$3.91M	Sell	53,057 -1,420	-3%	-$105K	0.69%	27
2021 Q3	$4.04M	Sell	54,477 -330	-0.6%	-$25.1K	0.78%	23
2021 Q2	$4.09M	Sell	54,807 -888	-2%	-$67.1K	0.8%	23
2021 Q1	$4.02M	Hold	55,695	–	–	0.87%	22
2020 Q4	$3.79M	Sell	55,695 -1,813	-3%	-$115K	0.88%	22
2020 Q3	$3.44M	Sell	57,508 -1,257	-2%	-$74K	0.93%	24
2020 Q2	$3.27M	Sell	58,765 -2,129	-3%	-$113K	0.92%	23
2020 Q1	$2.93M	Buy	60,894 +47,867	+367%	+$2.98M	1.02%	22
2019 Q4	$926K	Buy	13,027 +227	+2%	+$15.3K	0.26%	39
2019 Q3	$813K	Hold	12,800	–	–	0.25%	42
2019 Q2	$832K	Hold	12,800	–	–	0.25%	41
2019 Q1	$842K	Buy	12,800 +123	+1%	+$7.97K	0.26%	41
2018 Q4	$765K	Buy	+12,677	New	+$822K	0.27%	39

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

Wealth Architects's DLS Position: Q2 2026 in Review

Wealth Architects reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.78% in Q2 2026, selling an estimated $21.7K and leaving 32,033 shares worth $2.68M. The position accounts for 0.21% of the portfolio, ranked #63.

Wealth Architects first reported a position in DLS in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.09M in Q2 2021. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Wealth Architects held 32,033 shares of WisdomTree International SmallCap Dividend Fund worth $2.68M as of Q2 2026.
Wealth Architects sold 252 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $21.7K.
WisdomTree International SmallCap Dividend Fund made up 0.21% of Wealth Architects's portfolio in Q2 2026, its #63 holding.
Wealth Architects first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2018 and has held it in 31 quarters since.
Wealth Architects's WisdomTree International SmallCap Dividend Fund position peaked at $4.09M in Q2 2021.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.