World Equity Group
DLS icon

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
Q3 		– Sell
-3,508
Closed -$295K – 290
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

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
Evanson Financial
Evanson Financial Mclean, Virginia $2.03B AUM
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

World Equity Group's DLS Position: Q3 2026 in Review

World Equity Group sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q3 2026, closing a stake of 3,508 shares — an estimated $295K sold.

World Equity Group first reported a position in DLS in Q3 2025 and held it in 4 quarters. The position peaked at $295K in Q2 2026. 51 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

  • World Equity Group reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q3 2026 after selling out during the quarter.
  • World Equity Group sold 3,508 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $295K.
  • World Equity Group first reported a position in WisdomTree International SmallCap Dividend Fund in Q3 2025 and held it in 4 quarters.
  • World Equity Group's WisdomTree International SmallCap Dividend Fund position peaked at $295K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.