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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$484K Sell
6,441
-30
-0.5% -$2.25K 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 +$477K 0.35% 60