Legacy Advisors, LLC Wisdomtree Tr Transaction History

Legacy Advisors, LLC

$6.33 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 18, 2018	SELL	N/A	-1,393 Closed	0 $0
Q2 2018 Jul 19, 2018	BUY	N/A	1,393 New	1,393 $58,000

Others Institutions Holding DTH

# of Institutions

109

Shares Held

6.45M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.35M
Shares

$66.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

800K
Shares

$39.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

743K
Shares

$36.7 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

341K
Shares

$16.9 Million
0.02% of portfolio
Beacon Pointe Advisors, LLC Newport Beach, CA

161K
Shares

$7.97 Million
0.08% of portfolio

About WISDOMTREE TR

Ticker DTH
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