Winning Points Advisors’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Winning Points Advisors’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
2022 Q1	–	Sell	-6,216	Closed	-$405K	–	65
2021 Q4	$405K	Buy	+6,216	New	+$458K	0.29%	49
2020 Q1	–	Sell	-6,816	Closed	-$485K	–	67
2019 Q4	$485K	Buy	6,816 +300	+5%	+$20.2K	0.31%	51
2019 Q3	$413K	Buy	6,516 +300	+5%	+$19K	0.3%	49
2019 Q2	$405K	Hold	6,216	–	–	0.29%	49
2019 Q1	$409K	Hold	6,216	–	–	0.32%	51
2018 Q4	$375K	Buy	6,216 +200	+3%	+$13K	0.32%	52
2018 Q3	$428K	Buy	6,016 +710	+13%	+$50.7K	0.31%	50
2018 Q2	$381K	Hold	5,306	–	–	0.3%	52
2018 Q1	$402K	Buy	5,306 +56	+1%	+$4.36K	0.33%	54
2017 Q4	$402K	Hold	5,250	–	–	0.33%	55
2017 Q3	$388K	Buy	5,250 +200	+4%	+$14.4K	0.33%	52
2017 Q2	$349K	Buy	5,050 +1,100	+28%	+$75.3K	0.34%	52
2017 Q1	$259K	Buy	+3,950	New	+$252K	0.25%	58

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

MHS

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

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

SWM

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

Winning Points Advisors's DLS Position: Q1 2022 in Review

Winning Points Advisors sold out of WisdomTree International SmallCap Dividend Fund (DLS) in Q1 2022, closing a stake of 6,216 shares — an estimated $405K sold.

Winning Points Advisors first reported a position in DLS in Q1 2017 and held it in 13 quarters. The position peaked at $485K in Q4 2019. 207 funds tracked by Wall St. Rank hold DLS as of Q1 2022.

Winning Points Advisors reported no remaining WisdomTree International SmallCap Dividend Fund position as of Q1 2022 after selling out during the quarter.
Winning Points Advisors sold 6,216 WisdomTree International SmallCap Dividend Fund shares in Q1 2022, an estimated $405K.
Winning Points Advisors first reported a position in WisdomTree International SmallCap Dividend Fund in Q1 2017 and held it in 13 quarters.
Winning Points Advisors's WisdomTree International SmallCap Dividend Fund position peaked at $485K in Q4 2019.
207 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q1 2022.

Based on Winning Points Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.