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 $34.1B AUM 22.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

3LCM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GPWA

Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Riverpoint Wealth Management Holdings's DLS Position: Q1 2021 in Review

Riverpoint Wealth Management Holdings sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2021, closing a stake of 7,141 shares — an estimated $486K sold.

Riverpoint Wealth Management Holdings first reported a position in DLS in Q2 2019 and held it in 7 quarters. The position peaked at $493K in Q4 2019. 192 funds tracked by Wall St. Rank hold DLS as of Q1 2021.

Riverpoint Wealth Management Holdings reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
Riverpoint Wealth Management Holdings sold 7,141 WisdomTree International SmallCap Dividend Fund shares in Q1 2021, an estimated $486K.
Riverpoint Wealth Management Holdings first reported a position in WisdomTree International SmallCap Dividend Fund in Q2 2019 and held it in 7 quarters.
Riverpoint Wealth Management Holdings's WisdomTree International SmallCap Dividend Fund position peaked at $493K in Q4 2019.
192 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2021, filed 4 May 2021.