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Planning Strategies Inc.’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Planning Strategies Inc.’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 		$587 Buy
+7
New +$603 ﹤0.01% 831

Other funds holding DLS

LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
GSF
Grove Street Fiduciary Peterborough, New Hampshire $237M AUM 7.6% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

Planning Strategies Inc.'s DLS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q2 2026: 7 shares worth $587. The stake represents ﹤0.01% of the portfolio and ranks #831 among its holdings.

74 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

  • Planning Strategies Inc. held 7 shares of WisdomTree International SmallCap Dividend Fund worth $587 as of Q2 2026.
  • WisdomTree International SmallCap Dividend Fund was a new Planning Strategies Inc. position in Q2 2026.
  • WisdomTree International SmallCap Dividend Fund made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #831 holding.
  • 74 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.