DLS β€” WISDOMTREE TRUST INTL SMCAP DIV ETF

Ownership history in Strategic Wealth Partners, Ltd.  Β·  4 quarters on record

AI Ownership Summary

Strategic Wealth Partners, Ltd. reported WISDOMTREE TRUST INTL SMCAP DIV ETF (DLS) in 4 quarterly 13F filings from 2025 Q2 through 2025 Q2. The latest visible filing shows DLS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Strategic Wealth Partners, Ltd.'s position in WISDOMTREE TRUST INTL SMCAP DIV ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q2

DLS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Strategic Wealth Partners, Ltd. held DLS β€” position size vs. price
% of Fund (quarterly)    DLS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED β€” -416 -100.0% 0.00% $35 2025-08-11 $76.00
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DLS

As of 2026 Q1 β€” sorted by position size

BEACON FINANCIAL GROUP 3Y 7Y 0.02%

FAQ About Strategic Wealth Partners, Ltd. and DLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Strategic Wealth Partners, Ltd. reported owning DLS?

Strategic Wealth Partners, Ltd. reported DLS across 1 quarterly 13F filings, from 2025 Q2 through 2025 Q2.

What was the largest reported DLS position in Strategic Wealth Partners, Ltd.'s portfolio?

The largest reported portfolio weight for DLS was 0.00% in 2025 Q2.

What is the latest reported DLS position on this page?

The latest section of the table and chart shows the most recent reported DLS position for Strategic Wealth Partners, Ltd..

What does the chart on this DLS ownership page compare?

The chart compares Strategic Wealth Partners, Ltd.'s quarterly DLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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