My Legacy Advisors, LLC Wisdomtree Tr Us Multifactor F Transaction History

My Legacy Advisors, LLC

$252 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 25, 2024	BUY	$41.7 - $46.55 $361,122 - $403,123	8,660 New	8,660 $403,000
Q4 2023 Jan 12, 2024	SELL	$36.99 - $42.2 $793,694 - $905,485	-21,457 Reduced 64.48%	11,819 $496,000
Q3 2023 Oct 20, 2023	BUY	$38.17 - $39.78 $93,592 - $97,540	2,452 Added 7.95%	33,276 $1.28 Million
Q2 2023 Jul 14, 2023	BUY	$36.45 - $38.77 $97,649 - $103,864	2,679 Added 9.52%	30,824 $1.2 Million
Q1 2023 Apr 11, 2023	BUY	$35.65 - $39.59 $56,790 - $63,066	1,593 Added 6.0%	28,145 $1.06 Million
Q4 2022 Feb 07, 2023	SELL	$34.77 - $39.7 $60,047 - $68,561	-1,727 Reduced 6.11%	26,552 $998,000
Q3 2022 Oct 17, 2022	BUY	$34.15 - $39.86 $180,312 - $210,460	5,280 Added 22.96%	28,279 $989,000
Q2 2022 Jul 12, 2022	BUY	$35.27 - $41.72 $484,080 - $572,607	13,725 Added 147.99%	22,999 $842,000
Q1 2022 Apr 07, 2022	BUY	$38.79 - $42.22 $359,738 - $391,548	9,274 New	9,274 $380,000

Others Institutions Holding USMF

# of Institutions

65

Shares Held

5.64M

Call Options Held

0

Put Options Held

0

High Tower Advisors, LLC Chicago, IL

1.29M
Shares

$65.9 Million
0.09% of portfolio
Private Wealth Strategies, L.L.C.

1.19M
Shares

$60.9 Million
11.04% of portfolio
Great Valley Advisor Group, Inc.

464K
Shares

$23.7 Million
0.59% of portfolio
Team Financial Group, LLC Temecula, CA

379K
Shares

$19.4 Million
10.8% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

306K
Shares

$15.6 Million
0.02% of portfolio

About WISDOMTREE TR US MULTIFACTOR F

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