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 Q3	$528K	Buy	6,061 +1,140	+23%	+$99.4K	0.25%	65
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 $35B AUM 15.18% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Atomi Financial Group New York $3.9B AUM 21.8% 1-Year Est. Return

Neumann Capital Management Foster City, California $391M AUM 14.43% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.03B AUM

Csenge Advisory Group Clearwater, Florida $2.53B AUM 18.15% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

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

Viewpoint Capital Management increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 23% in Q3 2026, buying an estimated $99.4K and bringing the position to 6,061 shares worth $528K. The position accounts for 0.25% of the portfolio, ranked #65.

Viewpoint Capital Management first reported a position in DLS in Q4 2021 and has held it in 20 quarters since. 114 funds tracked by Wall St. Rank hold DLS as of Q3 2026.

Viewpoint Capital Management held 6,061 shares of WisdomTree International SmallCap Dividend Fund worth $528K as of Q3 2026.
Viewpoint Capital Management bought 1,140 WisdomTree International SmallCap Dividend Fund shares in Q3 2026, an estimated $99.4K.
WisdomTree International SmallCap Dividend Fund made up 0.25% of Viewpoint Capital Management's portfolio in Q3 2026, its #65 holding.
Viewpoint Capital Management first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2021 and has held it in 20 quarters since.
114 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q3 2026.

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