Viewpoint Capital Management’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Viewpoint Capital Management’s Portfolio DES Stock Details DES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$108K	Hold	2,856	–	–	0.05%	111
2026 Q2	$116K	Hold	2,856	–	–	0.06%	103
2026 Q1	$103K	Hold	2,856	–	–	0.05%	110
2025 Q4	$95.5K	Hold	2,856	–	–	0.04%	112
2025 Q3	$96.2K	Hold	2,856	–	–	0.04%	115
2025 Q2	$90.7K	Hold	2,856	–	–	0.04%	112
2025 Q1	$91.3K	Hold	2,856	–	–	0.05%	118
2024 Q4	$98.1K	Hold	2,856	–	–	0.05%	113
2024 Q3	$97.9K	Hold	2,856	–	–	0.05%	114
2024 Q2	$89K	Hold	2,856	–	–	0.05%	114
2024 Q1	$93.3K	Hold	2,856	–	–	0.06%	114
2023 Q4	$91.9K	Hold	2,856	–	–	0.06%	110
2023 Q3	$80.5K	Hold	2,856	–	–	0.06%	104
2023 Q2	$82.2K	Hold	2,856	–	–	0.06%	102
2023 Q1	$81.6K	Hold	2,856	–	–	0.07%	93
2022 Q4	$81.2K	Hold	2,856	–	–	0.08%	92
2022 Q3	$74K	Hold	2,856	–	–	0.07%	90
2022 Q2	$81K	Hold	2,856	–	–	0.08%	94
2022 Q1	$91K	Hold	2,856	–	–	0.07%	99
2021 Q4	$94K	Buy	+2,856	New	+$92.4K	0.07%	102

Other funds holding DES

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.5B AUM 28.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.7B AUM 10.44% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Viewpoint Capital Management's DES Position: Q3 2026 in Review

Viewpoint Capital Management held its WisdomTree US SmallCap Dividend Fund (DES) position steady in Q3 2026 at 2,856 shares worth $108K. The position accounts for 0.05% of the portfolio, ranked #111.

Viewpoint Capital Management first reported a position in DES in Q4 2021 and has held it in 20 quarters since. The position peaked at $116K in Q2 2026. 272 funds tracked by Wall St. Rank hold DES as of Q3 2026.

Viewpoint Capital Management held 2,856 shares of WisdomTree US SmallCap Dividend Fund worth $108K as of Q3 2026.
Viewpoint Capital Management left its WisdomTree US SmallCap Dividend Fund share count unchanged in Q3 2026.
WisdomTree US SmallCap Dividend Fund made up 0.05% of Viewpoint Capital Management's portfolio in Q3 2026, its #111 holding.
Viewpoint Capital Management first reported a position in WisdomTree US SmallCap Dividend Fund in Q4 2021 and has held it in 20 quarters since.
Viewpoint Capital Management's WisdomTree US SmallCap Dividend Fund position peaked at $116K in Q2 2026.
272 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.