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

Legacy Financial Advisors, Inc.

  • $527 Million
  • Q2 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 820,492 shares of DGRW stock, worth $73.2 Million. This represents 13.04% of its overall portfolio holdings.

Number of Shares
820,492
Previous 803,661 2.09%
Holding current value
$73.2 Million
Previous $64.2 Million 7.06%
% of portfolio
13.04%
Previous 12.88%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
797
Shares Held
153M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR US QUALITY DIVID

DGRW Quotes by TradingView
  • Ticker DGRW
  • Sector ETFs
  • Industry ETFs
More about DGRW
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