WisdomTree SmallCap Dividend Fund shares owned by Legacy Private Trust
Quarter-by-quarter ownership of WisdomTree SmallCap Dividend Fund (DES) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in WisdomTree SmallCap Dividend Fund
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Quarterly reported holdings in WisdomTree SmallCap Dividend Fund by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $205k | 6.3k | 32.68 |
| 2023-12-31 | $202k | 6.3k | 32.17 |
| 2023-09-30 | $221k | 7.9k | 28.20 |
| 2023-06-30 | $252k | 8.7k | 28.79 |
| 2023-03-31 | $327k | 11k | 28.56 |
| 2022-12-31 | $1.5M | 51k | 28.44 |
| 2022-09-30 | $573k | 22k | 25.74 |
| 2022-06-30 | $711k | 25k | 28.20 |
| 2022-03-31 | $454k | 14k | 31.90 |
| 2021-12-31 | $635k | 19k | 32.86 |
| 2021-09-30 | $583k | 19k | 30.81 |
| 2021-06-30 | $624k | 20k | 31.88 |
| 2021-03-31 | $844k | 27k | 31.17 |
| 2020-12-31 | $444k | 17k | 26.59 |
| 2020-09-30 | $347k | 17k | 21.08 |
| 2020-06-30 | $556k | 26k | 21.18 |
| 2020-03-31 | $605k | 34k | 18.03 |
| 2019-12-31 | $1.3M | 45k | 28.69 |
| 2019-09-30 | $1.4M | 53k | 27.38 |
| 2019-06-30 | $1.4M | 51k | 27.12 |
| 2019-03-31 | $1.5M | 55k | 27.54 |
| 2018-12-31 | $2.3M | 92k | 24.53 |
| 2018-09-30 | $2.8M | 95k | 29.71 |
| 2018-06-30 | $2.7M | 91k | 29.65 |
| 2018-03-31 | $2.8M | 103k | 27.40 |
| 2017-12-31 | $4.2M | 145k | 29.05 |
| 2017-09-30 | $3.1M | 37k | 84.02 |
| 2017-06-30 | $4.6M | 57k | 80.47 |
| 2017-03-31 | $312k | 3.9k | 80.52 |
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