Viewpoint Capital Management’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Viewpoint Capital Management’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 Q2	$412K	Sell	4,921 -1,300	-21%	-$112K	0.21%	67
2026 Q1	$507K	Hold	6,221	–	–	0.24%	68
2025 Q4	$504K	Hold	6,221	–	–	0.22%	68
2025 Q3	$495K	Sell	6,221 -220	-3%	-$17.1K	0.22%	66
2025 Q2	$484K	Sell	6,441 -30	-0.5%	-$2.1K	0.24%	68
2025 Q1	$427K	Hold	6,471	–	–	0.23%	69
2024 Q4	$407K	Hold	6,471	–	–	0.21%	69
2024 Q3	$446K	Hold	6,471	–	–	0.25%	66
2024 Q2	$411K	Hold	6,471	–	–	0.25%	67
2024 Q1	$422K	Hold	6,471	–	–	0.27%	69
2023 Q4	$413K	Hold	6,471	–	–	0.29%	63
2023 Q3	$372K	Hold	6,471	–	–	0.3%	63
2023 Q2	$385K	Hold	6,471	–	–	0.3%	65
2023 Q1	$394K	Hold	6,471	–	–	0.35%	60
2022 Q4	$375K	Hold	6,471	–	–	0.36%	58
2022 Q3	$333K	Hold	6,471	–	–	0.33%	62
2022 Q2	$378K	Hold	6,471	–	–	0.35%	59
2022 Q1	$444K	Hold	6,471	–	–	0.34%	60
2021 Q4	$477K	Buy	+6,471	New	+$476K	0.35%	60

Other funds holding DLS

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

AFG

Atomi Financial Group New York $3.84B AUM 30.73% 1-Year Est. Return

Viewpoint Capital Management's DLS Position: Q2 2026 in Review

Viewpoint Capital Management reduced its WisdomTree International SmallCap Dividend Fund (DLS) stake by 21% in Q2 2026, selling an estimated $112K and leaving 4,921 shares worth $412K. The position accounts for 0.21% of the portfolio, ranked #67.

Viewpoint Capital Management first reported a position in DLS in Q4 2021 and has held it in 19 quarters since. The position peaked at $507K in Q1 2026. 206 funds tracked by Wall St. Rank hold DLS as of Q2 2026.

Viewpoint Capital Management held 4,921 shares of WisdomTree International SmallCap Dividend Fund worth $412K as of Q2 2026.
Viewpoint Capital Management sold 1,300 WisdomTree International SmallCap Dividend Fund shares in Q2 2026, an estimated $112K.
WisdomTree International SmallCap Dividend Fund made up 0.21% of Viewpoint Capital Management's portfolio in Q2 2026, its #67 holding.
Viewpoint Capital Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and has held it in 19 quarters since.
Viewpoint Capital Management's WisdomTree International SmallCap Dividend Fund position peaked at $507K in Q1 2026.
206 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2026.

Based on Viewpoint Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.