Legacy Financial Advisors, Inc. Wisdomtree Tr Transaction History

Legacy Financial Advisors, Inc.

$513 Million
Q4 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 79,337 shares of DWM stock, worth $4.42 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

79,337

Previous 94,793 16.31%

Holding current value

$4.42 Million

Previous $5.46 Million 23.37%

% of portfolio

0.82%

Previous 1.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$52.54 - $57.11 $812,058 - $882,692	-15,456 Reduced 16.31%	79,337 $4.18 Million
Q3 2024 Nov 13, 2024	SELL	$52.24 - $58.1 $14.7 Million - $16.4 Million	-281,784 Reduced 74.83%	94,793 $5.46 Million
Q2 2024 Aug 13, 2024	SELL	$52.54 - $56.44 $1.09 Million - $1.17 Million	-20,736 Reduced 5.22%	376,577 $20.2 Million
Q1 2024 May 14, 2024	BUY	$50.94 - $55.08 $1.56 Million - $1.69 Million	30,721 Added 8.38%	397,313 $21.8 Million
Q4 2023 Feb 06, 2024	BUY	$46.5 - $52.58 $483,321 - $546,516	10,394 Added 2.92%	366,592 $19.2 Million
Q3 2023 Nov 13, 2023	BUY	$48.13 - $51.79 $3.03 Million - $3.26 Million	62,861 Added 21.43%	356,198 $17.2 Million
Q2 2023 Aug 08, 2023	BUY	$48.54 - $51.63 $13.5 Million - $14.4 Million	278,594 Added 1889.67%	293,337 $14.7 Million
Q1 2023 May 03, 2023	BUY	$47.34 - $51.12 $697,933 - $753,662	14,743 New	14,743 $733,000

Others Institutions Holding DWM

# of Institutions

122

Shares Held

5.99M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

More about DWM

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 Transaction History