LPT
DLS icon

Legacy Private Trust’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Legacy Private Trust’s Portfolio DLS Stock Details DLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-3,565
Closed -$210K – 235
2016
Q1 		$210K Buy
3,565
+91
+3% +$5.03K 0.03% 229
2015
Q4 		$202K Sell
3,474
-664
-16% -$38.5K 0.03% 231
2015
Q3 		$228K Buy
4,138
+43
+1% +$2.5K 0.04% 221
2015
Q2 		$247K Buy
+4,095
New +$256K 0.04% 227

Other funds holding DLS

EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
PV
Private Vista Chicago, Illinois $207M AUM 1.59% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return