LWP
Legacy Wealth Partners’s WisdomTree International SmallCap Dividend Fund DLS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $1.03M | Buy |
13,753
+220
| +2% | +$16.4K | 0.57% | 49 |
|
|
2021
Q1 | $977K | Buy |
13,533
+1,207
| +10% | +$87.1K | 0.57% | 43 |
|
|
2020
Q4 | $840K | Buy |
12,326
+64
| +0.5% | +$4.36K | 0.53% | 49 |
|
|
2020
Q3 | $734K | Buy |
12,262
+664
| +6% | +$39.7K | 0.52% | 44 |
|
|
2020
Q2 | $645K | Buy |
+11,598
| New | +$645K | 0.49% | 40 |
|
|
2020
Q1 | – | Sell |
-11,186
| Closed | -$774K | – | 85 |
|
|
2019
Q4 | $774K | Buy |
+11,186
| New | +$774K | 0.56% | 36 |
|