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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
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 +$9.86K 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% -$3.71K ﹤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

SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $2.46B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return

WealthShield Partners's DLS Position: Q1 2026 in Review

WealthShield Partners reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.55% in Q1 2026, selling an estimated $507 and leaving 1,083 shares worth $88.3K. The position accounts for 0.01% of the portfolio, ranked #417.

WealthShield Partners first reported a position in DLS in Q4 2017 and has held it in 21 quarters since. The position peaked at $241K in Q4 2023. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

  • WealthShield Partners held 1,083 shares of WisdomTree International SmallCap Dividend Fund worth $88.3K as of Q1 2026.
  • WealthShield Partners sold 6 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $507.
  • WisdomTree International SmallCap Dividend Fund made up 0.01% of WealthShield Partners's portfolio in Q1 2026, its #417 holding.
  • WealthShield Partners first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2017 and has held it in 21 quarters since.
  • WealthShield Partners's WisdomTree International SmallCap Dividend Fund position peaked at $241K in Q4 2023.
  • 204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.