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WisdomTree Intl. SmallCap Div shares owned by Legacy Wealth Partners

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

Historical chart of Legacy Wealth Partners investment in WisdomTree Intl. SmallCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. SmallCap Div held by Legacy Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Intl. SmallCap Div by Legacy Wealth Partners

Quarter filed Position value Share count Share price at filing
2021-06-30 $1.0M 14k 74.67
2021-03-31 $977k 14k 72.19
2020-12-31 $840k 12k 68.15
2020-09-30 $734k 12k 59.86
2020-06-30 $645k 12k 55.61
2019-12-31 $774k 11k 69.19

More positions owned by Legacy Wealth Partners

Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Columbia Etf Tr I Diversifid Fxd (DIAL)
Apple (AAPL)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Broadmark Rlty Cap
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Bloomberg Brclys (JNK)

View all positions for Legacy Wealth Partners

Top funds holding WisdomTree Intl. SmallCap Div

Savant Capital Management
BIP Wealth
Bank of America Corporation
LRI Investments
Raymond James & Associates
Csenge Advisory Group
MAI Wealth Advisors
HighTower Advisors
Checchi Capital Advisers
UBS Group
Congress Wealth Management LLC / DE /
Merriman Wealth Management
Evanson Asset Management
Telos Capital Management
Great Point Wealth Advisors

View all funds holding WisdomTree Intl. SmallCap Div