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WisdomTree Total Earnings Fund shares owned by My Legacy Advisors

Quarter-by-quarter ownership of WisdomTree Total Earnings Fund shares owned by My Legacy Advisors from 13F filings

Historical chart of My Legacy Advisors investment in WisdomTree Total Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Earnings Fund held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Earnings Fund by My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $340k 6.9k 49.41
2023-09-30 $366k 8.3k 44.07
2023-06-30 $334k 7.2k 46.71
2023-03-31 $311k 7.2k 42.97
2022-12-31 $285k 6.5k 44.15
2022-09-30 $255k 6.6k 38.54
2022-06-30 $264k 6.3k 41.59

More positions owned by My Legacy Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy Advisors

Top funds holding WisdomTree Total Earnings Fund

Frank. Day
Citadel Advisors
My Legacy Advisors
Retirement Capital Strategies
Bank of America Corporation
UBS Group
Steward Partners Investment Advisory
ICA Group Wealth Management
Tyler-Stone Wealth Management
Bartlett & Co.
IFP Advisors
Tidemark

View all funds holding WisdomTree Total Earnings Fund