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BOLTON SECURITIES CORPORATION’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$446K Buy
+5,468
New +$462K 0.02% 573
2025
Q3 		$379K Buy
+4,770
New +$371K 0.02% 585
2025
Q1 		$321K Buy
+4,863
New +$317K 0.02% 580

Other funds holding DLS

Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LRI Investments
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 $106B AUM 21.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Atomi Financial Group
Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's DLS Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2026: 5,468 shares worth $446K. The stake represents 0.02% of the portfolio and ranks #573 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in DLS as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in DLS in Q1 2025 and has held it in 3 quarters since. 206 funds tracked by Wall St. Rank hold DLS as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 5,468 shares of WisdomTree International SmallCap Dividend Fund worth $446K as of Q1 2026.
  • WisdomTree International SmallCap Dividend Fund was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • WisdomTree International SmallCap Dividend Fund made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #573 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2025 and has held it in 3 quarters since.
  • 206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.