Wealth Enhancement Advisory Services
DLS icon

Wealth Enhancement Advisory Services’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Wealth Enhancement Advisory Services’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 		$602K Buy
7,097
+153
+2% +$13.2K ﹤0.01% 2513
2026
Q1 		$572K Sell
6,944
-1,899
-21% -$161K ﹤0.01% 2213
2025
Q4 		$726K Sell
8,843
-4,651
-34% -$367K ﹤0.01% 2186
2025
Q3 		$1.07M Buy
13,494
+1,899
+16% +$148K ﹤0.01% 1819
2025
Q2 		$875K Buy
11,595
+5,857
+102% +$411K ﹤0.01% 1835
2025
Q1 		$379K Sell
5,738
-1,232
-18% -$80.3K ﹤0.01% 2254
2024
Q4 		$439K Sell
6,970
-277
-4% -$18K ﹤0.01% 2085
2024
Q3 		$500K Sell
7,247
-1,185
-14% -$78.5K ﹤0.01% 1833
2024
Q2 		$535K Buy
8,432
+3,481
+70% +$226K ﹤0.01% 1607
2024
Q1 		$323K Sell
4,951
-28
-0.6% -$1.77K ﹤0.01% 1871
2023
Q4 		$318K Sell
4,979
-762
-13% -$44.6K ﹤0.01% 1775
2023
Q3 		$330K Buy
+5,741
New +$343K ﹤0.01% 1685

Other funds holding DLS

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $237M AUM 7.6% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services's DLS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 2.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 7,097 shares worth $602K. The position accounts for ﹤0.01% of the portfolio, ranked #2513.

Wealth Enhancement Advisory Services first reported a position in DLS in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.07M in Q3 2025. 60 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 7,097 shares of WisdomTree International SmallCap Dividend Fund worth $602K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 153 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $13.2K.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2513 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree International SmallCap Dividend Fund position peaked at $1.07M in Q3 2025.
  • 60 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.