Legacy Wealth Planning »

WisdomTree Global Equity Income shares owned by Legacy Wealth Planning

Quarter-by-quarter ownership of WisdomTree Global Equity Income (DEW) shares owned by Legacy Wealth Planning from 13F filings

Historical chart of Legacy Wealth Planning investment in WisdomTree Global Equity Income

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Global Equity Income held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Global Equity Income by Legacy Wealth Planning

Quarter filed Position value Share count Share price at filing
2022-09-30 $5.0M 123k 41.14
2022-06-30 $6.7M 147k 45.99

More positions owned by Legacy Wealth Planning

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Wisdomtree Tr Glb High Div Fd (DEW)
Apple (AAPL)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Charles River Laboratories (CRL)
Nuveen Mun High Income Opp F (NMZ)

View all positions for Legacy Wealth Planning

Top funds holding WisdomTree Global Equity Income

Joseph Group Capital Management
Bank of America Corporation
Jane Street
Morgan Stanley
LPL Financial
Raymond James Financial Services Advisors
Hudock Moyer Wealth Resources
UBS Group
Ameriprise Financial
Flow Traders US
Asset Dedication
Bank of New York Mellon
Citadel Advisors
Bank Of Montreal
Raymond James & Associates

View all funds holding WisdomTree Global Equity Income