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

Wealth Care LLC’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 		$1.45M Buy
17,263
+124
+0.7% +$10.7K 1.17% 18
2026
Q1 		$1.4M Buy
+17,139
New +$1.45M 1.24% 18

Other funds holding DLS

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Osaic Holdings
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 Care LLC's DLS Position: Q2 2026 in Review

Wealth Care LLC increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.72% in Q2 2026, buying an estimated $10.7K and bringing the position to 17,263 shares worth $1.45M. The position accounts for 1.17% of the portfolio, ranked #18.

Wealth Care LLC first reported a position in DLS in Q1 2026 and has held it in 2 quarters since. 205 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Wealth Care LLC held 17,263 shares of WisdomTree International SmallCap Dividend Fund worth $1.45M as of Q2 2026.
  • Wealth Care LLC bought 124 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $10.7K.
  • WisdomTree International SmallCap Dividend Fund made up 1.17% of Wealth Care LLC's portfolio in Q2 2026, its #18 holding.
  • Wealth Care LLC first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2026 and has held it in 2 quarters since.
  • 205 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Wealth Care LLC's 13F filing for Q2 2026, filed 15 Jul 2026.