Legacy Financial Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History

Legacy Financial Advisors, Inc.

$602 Million
Q3 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Wisdomtree Tr Us Quality Divid stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 818,458 shares of DGRW stock, worth $72.7 Million. This represents 12.09% of its overall portfolio holdings.

Number of Shares

818,458

Previous 820,492 0.25%

Holding current value

$72.7 Million

Previous $68.7 Million 5.97%

% of portfolio

12.09%

Previous 13.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	SELL	$84.28 - $89.46 $171,425 - $181,961	-2,034 Reduced 0.25%	818,458 $72.8 Million
Q2 2025 Aug 07, 2025	BUY	$71.28 - $83.74 $1.2 Million - $1.41 Million	16,831 Added 2.09%	820,492 $68.7 Million
Q1 2025 May 14, 2025	BUY	$78.0 - $84.37 $1.47 Million - $1.59 Million	18,887 Added 2.41%	803,661 $64.2 Million
Q4 2024 Feb 13, 2025	SELL	$80.93 - $85.66 $22,012 - $23,299	-272 Reduced 0.03%	784,774 $63.5 Million
Q3 2024 Nov 13, 2024	BUY	$75.88 - $83.21 $763,125 - $836,842	10,057 Added 1.3%	785,046 $65.3 Million

Q2 2024 Aug 13, 2024	SELL	$72.31 - $79.02 $2.15 Million - $2.35 Million	-29,785 Reduced 3.7%	774,989 $60.5 Million
Q1 2024 May 14, 2024	BUY	$69.56 - $76.3 $5.92 Million - $6.5 Million	85,158 Added 11.83%	804,774 $61.3 Million
Q4 2023 Feb 06, 2024	SELL	$61.43 - $70.36 $33,417 - $38,275	-544 Reduced 0.08%	719,616 $50.6 Million
Q3 2023 Nov 13, 2023	BUY	$63.23 - $68.5 $1.59 Million - $1.72 Million	25,110 Added 3.61%	720,160 $45.7 Million
Q2 2023 Aug 08, 2023	BUY	$61.86 - $66.66 $40 Million - $43.1 Million	646,777 Added 1339.83%	695,050 $46.3 Million
Q1 2023 May 03, 2023	BUY	$59.34 - $63.43 $2.86 Million - $3.06 Million	48,273 New	48,273 $3.01 Million

Others Institutions Holding DGRW

# of Institutions

817

Shares Held

152M

Call Options Held

2.7K

Put Options Held

5.8K

View Full List

About WISDOMTREE TR US QUALITY DIVID

Ticker DGRW
Sector ETFs
Industry ETFs

More about DGRW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Account

Legacy Financial Advisors, Inc. Wisdomtree Tr Us Quality Divid Transaction History