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WisdomTree Equity Income Fund shares owned by New Legacy Group

Quarter-by-quarter ownership of WisdomTree Equity Income Fund (DHS) shares owned by New Legacy Group from 13F filings

Historical chart of New Legacy Group investment in WisdomTree Equity Income Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Equity Income Fund held by New Legacy Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Equity Income Fund by New Legacy Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $781k 10k 78.06
2023-06-30 $796k 10k 79.57
2023-03-31 $823k 10k 82.27
2022-12-31 $861k 10k 86.06
2022-09-30 $758k 10k 75.80
2022-06-30 $823k 10k 82.30
2022-03-31 $881k 10k 88.10
2021-12-31 $825k 10k 82.50

More positions owned by New Legacy Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Meta Platforms Cl A (META)
Uber Technologies (UBER)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Gold Tr Gold Shs (GLD)
Global X Fds Glb X Mlp Enrg I (MLPX)
Apple (AAPL)
Ishares Tr Intrm Gov Cr Etf (GVI)
Ishares Tr Rus 2000 Val Etf (IWN)
Wisdomtree Tr Europe Hedged Eq (HEDJ)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for New Legacy Group

Top funds holding WisdomTree Equity Income Fund

CWM
LPL Financial
Wells Fargo & Company
Linscomb & Williams
Bank of America Corporation
Invenio Wealth Partners
Colony
Raymond James Financial Services Advisors
UBS Group
Evanson Asset Management
Envestnet Asset Management
Advisor Group Holdings
Mariner Wealth Advisors
First Command Advisory Services
Precedent Wealth Partners

View all funds holding WisdomTree Equity Income Fund