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
Q3 		$670K Buy
7,849
+752
+11% +$65.6K ﹤0.01% 2536
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

BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Neumann Capital Management
Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return
Grove Street Fiduciary
Grove Street Fiduciary Peterborough, New Hampshire $221M AUM 0.74% 1-Year Est. Return
Family Wealth Partners
Family Wealth Partners Matthews, North Carolina $331M AUM 13.01% 1-Year Est. Return
Great Point Wealth Advisors
Great Point Wealth Advisors Boston, Massachusetts $630M AUM 9.77% 1-Year Est. Return
Impact Capital Partners
Impact Capital Partners Greenwood Village, Colorado $365M AUM 22.31% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's DLS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 11% in Q3 2026, buying an estimated $65.6K and bringing the position to 7,849 shares worth $670K. The position accounts for ﹤0.01% of the portfolio, ranked #2536.

Wealth Enhancement Advisory Services first reported a position in DLS in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q3 2025. 47 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 7,849 shares of WisdomTree International SmallCap Dividend Fund worth $670K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 752 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $65.6K.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2536 holding.
  • Wealth Enhancement Advisory Services first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's WisdomTree International SmallCap Dividend Fund position peaked at $1.07M in Q3 2025.
  • 47 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.