Riverpoint Wealth Management Holdings’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Riverpoint Wealth Management Holdings’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
2021 Q1	–	Sell	-7,141	Closed	-$486K	–	79
2020 Q4	$486K	Buy	7,141 +45	+0.6%	+$2.86K	0.15%	57
2020 Q3	$425K	Buy	7,096 +78	+1%	+$4.59K	0.15%	56
2020 Q2	$390K	Sell	7,018 -69	-1%	-$3.65K	0.15%	53
2020 Q1	$341K	Buy	7,087 +154	+2%	+$9.6K	0.17%	51
2019 Q4	$493K	Buy	6,933 +91	+1%	+$6.13K	0.2%	44
2019 Q3	$435K	Buy	6,842 +302	+5%	+$19.1K	0.19%	40
2019 Q2	$425K	Buy	+6,540	New	+$431K	0.19%	40

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Great Point Wealth Advisors Boston, Massachusetts $542M AUM

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return