FLI
DES icon

Family Legacy Inc’s WisdomTree US SmallCap Dividend Fund DES Stock Holding History

Family Legacy Inc’s Portfolio DES Stock Details DES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-54,053
Closed -$1.44M – 112
2020
Q4 		$1.44M Buy
54,053
+728
+1% +$17.7K 0.74% 53
2020
Q3 		$1.12M Buy
53,325
+1,444
+3% +$31.4K 0.64% 56
2020
Q2 		$1.1M Buy
51,881
+8,189
+19% +$163K 0.66% 54
2020
Q1 		$787K Sell
43,692
-53
-0.1% -$1.31K 0.57% 58
2019
Q4 		$1.24M Buy
43,745
+753
+2% +$21K 0.7% 54
2019
Q3 		$1.22M Buy
42,992
+2,138
+5% +$57K 0.76% 54
2019
Q2 		$1.11M Buy
40,854
+769
+2% +$21K 0.86% 47
2019
Q1 		$1.13M Buy
40,085
+1,643
+4% +$44.9K 0.92% 43
2018
Q4 		$943K Buy
38,442
+1,307
+4% +$35.5K 0.84% 46
2018
Q3 		$1.1M Buy
37,135
+355
+1% +$10.7K 0.9% 45
2018
Q2 		$1.09M Buy
36,780
+1,041
+3% +$30K 0.94% 42
2018
Q1 		$979K Buy
35,739
+2,027
+6% +$57.2K 0.91% 43
2017
Q4 		$979K Buy
+33,712
New +$961K 0.89% 43
2017
Q3 		– Sell
-30,912
Closed -$829K – 57
2017
Q2 		$829K Buy
30,912
+1,575
+5% +$42.3K 0.83% 45
2017
Q1 		$788K Buy
+29,337
New +$795K 0.82% 44

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Family Legacy Inc's DES Position: Q1 2021 in Review

Family Legacy Inc sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q1 2021, closing a stake of 54,053 shares — an estimated $1.44M sold.

Family Legacy Inc first reported a position in DES in Q1 2017 and held it in 15 quarters. The position peaked at $1.44M in Q4 2020. 275 funds tracked by Wall St. Rank hold DES as of Q1 2021.

  • Family Legacy Inc reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q1 2021 after selling out during the quarter.
  • Family Legacy Inc sold 54,053 WisdomTree US SmallCap Dividend Fund shares in Q1 2021, an estimated $1.44M.
  • Family Legacy Inc first reported a position in WisdomTree US SmallCap Dividend Fund in Q1 2017 and held it in 15 quarters.
  • Family Legacy Inc's WisdomTree US SmallCap Dividend Fund position peaked at $1.44M in Q4 2020.
  • 275 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q1 2021.

Based on Family Legacy Inc's 13F filing for Q1 2021, filed 9 Apr 2021.