Legacy Wealth Partners (California)’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History

Legacy Wealth Partners (California)’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
2021 Q2	$1.03M	Buy	13,753 +220	+2%	+$16.6K	0.57%	49
2021 Q1	$977K	Buy	13,533 +1,207	+10%	+$85.4K	0.57%	43
2020 Q4	$840K	Buy	12,326 +64	+0.5%	+$4.07K	0.53%	49
2020 Q3	$734K	Buy	12,262 +664	+6%	+$39.1K	0.52%	44
2020 Q2	$645K	Buy	+11,598	New	+$613K	0.49%	40
2020 Q1	–	Sell	-11,186	Closed	-$774K	–	85
2019 Q4	$774K	Buy	+11,186	New	+$754K	0.56%	36

Other funds holding DLS

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Legacy Wealth Partners (California)'s DLS Position: Q2 2021 in Review

Legacy Wealth Partners (California) increased its WisdomTree International SmallCap Dividend Fund (DLS) stake by 1.6% in Q2 2021, buying an estimated $16.6K and bringing the position to 13,753 shares worth $1.03M. The position accounts for 0.57% of the portfolio, ranked #49.

Legacy Wealth Partners (California) first reported a position in DLS in Q4 2019 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold DLS as of Q2 2021.

Legacy Wealth Partners (California) held 13,753 shares of WisdomTree International SmallCap Dividend Fund worth $1.03M as of Q2 2021.
Legacy Wealth Partners (California) bought 220 WisdomTree International SmallCap Dividend Fund shares in Q2 2021, an estimated $16.6K.
WisdomTree International SmallCap Dividend Fund made up 0.57% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #49 holding.
Legacy Wealth Partners (California) first reported a position in WisdomTree International SmallCap Dividend Fund in Q4 2019 and has held it in 6 quarters since.
190 funds tracked by Wall St. Rank held WisdomTree International SmallCap Dividend Fund as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.