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 New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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.