Wealthspire Advisors (New York)’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Wealthspire Advisors (New York)’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	$329K	Buy	4,038 +2	+0%	+$169	﹤0.01%	697
2025 Q4	$327K	Buy	4,036 +9	+0.2%	+$711	﹤0.01%	772
2025 Q3	$320K	Buy	4,027 +6	+0.1%	+$467	﹤0.01%	641
2025 Q2	$302K	Buy	4,021 +17	+0.4%	+$1.19K	﹤0.01%	663
2025 Q1	$264K	Buy	4,004 +3	+0.1%	+$195	﹤0.01%	670
2024 Q4	$252K	Sell	4,001 -3,980	-50%	-$259K	﹤0.01%	682
2024 Q3	$551K	Buy	+7,981	New	+$529K	0.01%	475
2022 Q1	–	Sell	-7,727	Closed	-$569K	–	467
2021 Q4	$569K	Buy	7,727 +4	+0.1%	+$295	0.01%	302
2021 Q3	$573K	Buy	7,723 +3	+0%	+$228	0.01%	334
2021 Q2	$577K	Buy	+7,720	New	+$583K	0.02%	210
2020 Q2	–	Sell	-8,681	Closed	-$417K	–	335
2020 Q1	$417K	Buy	+8,681	New	+$541K	0.02%	330

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Wealthspire Advisors (New York)'s DLS Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 0.05% in Q1 2026, buying an estimated $169 and bringing the position to 4,038 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Wealthspire Advisors (New York) first reported a position in DLS in Q1 2020 and has held it in 11 quarters since. The position peaked at $577K in Q2 2021. 204 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

Wealthspire Advisors (New York) held 4,038 shares of WisdomTree International SmallCap Dividend Fund worth $329K as of Q1 2026.
Wealthspire Advisors (New York) bought 2 WisdomTree International SmallCap Dividend Fund shares in Q1 2026, an estimated $169.
WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #697 holding.
Wealthspire Advisors (New York) first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2020 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s WisdomTree International SmallCap Dividend Fund position peaked at $577K in Q2 2021.
204 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.