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

Legacy Advisors’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
2018
Q3 		– Sell
-200
Closed -$6K – 470
2018
Q2 		$6K Buy
+200
New +$5.77K ﹤0.01% 336
2017
Q3 		– Sell
-645
Closed -$17K – 358
2017
Q2 		$17K Buy
+645
New +$17.3K 0.02% 140

Other funds holding DES

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PFM
Parsec Financial Management Asheville, North Carolina $2.37B AUM 4.66% 1-Year Est. Return

Legacy Advisors's DES Position: Q3 2018 in Review

Legacy Advisors sold out of WisdomTree US SmallCap Dividend Fund (DES) in Q3 2018, closing a stake of 200 shares — an estimated $6K sold.

Legacy Advisors first reported a position in DES in Q2 2017 and held it in 2 quarters. The position peaked at $17K in Q2 2017. 237 funds tracked by Wall St. Rank hold DES as of Q3 2018.

  • Legacy Advisors reported no remaining WisdomTree US SmallCap Dividend Fund position as of Q3 2018 after selling out during the quarter.
  • Legacy Advisors sold 200 WisdomTree US SmallCap Dividend Fund shares in Q3 2018, an estimated $6K.
  • Legacy Advisors first reported a position in WisdomTree US SmallCap Dividend Fund in Q2 2017 and held it in 2 quarters.
  • Legacy Advisors's WisdomTree US SmallCap Dividend Fund position peaked at $17K in Q2 2017.
  • 237 funds tracked by Wall St. Rank held WisdomTree US SmallCap Dividend Fund as of Q3 2018.

Based on Legacy Advisors's 13F filing for Q3 2018, filed 18 Oct 2018.