WealthShield Partners
DLS icon

WealthShield Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

WealthShield Partners’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 		– Sell
-1,083
Closed -$88.3K – 435
2026
Q1 		$88.3K Sell
1,083
-6
-0.6% -$507 0.01% 417
2025
Q4 		$88.2K Hold
1,089
– – 0.01% 406
2025
Q3 		$86.6K Hold
1,089
– – 0.01% 404
2025
Q2 		$81.8K Sell
1,089
-28
-3% -$1.96K 0.01% 399
2025
Q1 		$73.7K Sell
1,117
-199
-15% -$13K 0.01% 394
2024
Q4 		$82.8K Hold
1,316
– – 0.01% 358
2024
Q3 		$90.9K Sell
1,316
-2,164
-62% -$143K 0.01% 356
2024
Q2 		$221K Sell
3,480
-105
-3% -$6.81K 0.03% 267
2024
Q1 		$234K Sell
3,585
-193
-5% -$12.2K 0.04% 255
2023
Q4 		$241K Buy
3,778
+940
+33% +$55K 0.04% 259
2023
Q3 		$163K Buy
2,838
+312
+12% +$18.7K 0.02% 305
2023
Q2 		$150K Buy
2,526
+2,295
+994% +$140K 0.02% 305
2023
Q1 		$14.1K Buy
+231
New +$14.1K ﹤0.01% 429
2020
Q1 		– Sell
-156
Closed -$11K – 281
2019
Q4 		$11K Hold
156
– – 0.01% 243
2019
Q3 		$10K Buy
+156
New +$9.9K 0.01% 238
2019
Q2 		– Sell
-14
Closed -$1K – 236
2019
Q1 		$1K Hold
14
– – ﹤0.01% 259
2018
Q4 		$1K Hold
14
– – ﹤0.01% 236
2018
Q3 		$1K Sell
14
-52
-79% -$3.72K ﹤0.01% 249
2018
Q2 		$5K Hold
66
– – ﹤0.01% 216
2018
Q1 		$5K Buy
66
+14
+27% +$1.09K ﹤0.01% 210
2017
Q4 		$4K Buy
+52
New +$3.89K ﹤0.01% 204

Other funds holding DLS

Savant Capital
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
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LRI Investments
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 $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

WealthShield Partners's DLS Position: Q2 2026 in Review

WealthShield Partners sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026, closing a stake of 1,083 shares — an estimated $88.3K sold.

WealthShield Partners first reported a position in DLS in Q4 2017 and held it in 21 quarters. The position peaked at $241K in Q4 2023. 207 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • WealthShield Partners reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 1,083 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $88.3K.
  • WealthShield Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and held it in 21 quarters.
  • WealthShield Partners's WisdomTree International SmallCap Dividend Fund position peaked at $241K in Q4 2023.
  • 207 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.