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WisdomTree Intl. SmallCap Div shares owned by My Legacy Advisors

Quarter-by-quarter ownership of WisdomTree Intl. SmallCap Div (DLS) shares owned by My Legacy Advisors from 13F filings

Historical chart of My Legacy Advisors investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. SmallCap Div 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 Intl. SmallCap Div by My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $638k 10k 62.87
2023-09-30 $203k 3.7k 55.28
2023-06-30 $303k 4.9k 62.00
2023-03-31 $259k 4.3k 60.63
2022-12-31 $210k 3.4k 62.71

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 Intl. SmallCap Div

Savant Capital Management
Bank of America Corporation
Frank. Day
Csenge Advisory Group
UBS Group
Raymond James & Associates
MAI Wealth Advisors
BIP Wealth
Jane Street
HighTower Advisors
Checchi Capital Advisers
Royal Bank of Canada
AE Wealth Management
Evanson Asset Management
Great Point Wealth Advisors

View all funds holding WisdomTree Intl. SmallCap Div