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World Equity Group’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

World Equity Group’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 		$295K Buy
3,508
+75
+2% +$6.46K 0.07% 310
2026
Q1 		$280K Buy
3,433
+121
+4% +$10.2K 0.07% 300
2025
Q4 		$268K Buy
3,312
+322
+11% +$25.4K 0.07% 284
2025
Q3 		$238K Buy
+2,990
New +$233K 0.05% 312

Other funds holding DLS

SC
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
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T 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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

World Equity Group's DLS Position: Q2 2026 in Review

World Equity Group increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 2.2% in Q2 2026, buying an estimated $6.46K and bringing the position to 3,508 shares worth $295K. The position accounts for 0.07% of the portfolio, ranked #310.

World Equity Group first reported a position in DLS in Q3 2025 and has held it in 4 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • World Equity Group held 3,508 shares of WisdomTree International SmallCap Dividend Fund worth $295K as of Q2 2026.
  • World Equity Group bought 75 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $6.46K.
  • WisdomTree International SmallCap Dividend Fund made up 0.07% of World Equity Group's portfolio in Q2 2026, its #310 holding.
  • World Equity Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2025 and has held it in 4 quarters since.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.