Legacy Financial Advisors, Inc. Wiswisdomtree Tr Transaction History

Legacy Financial Advisors, Inc.

$498 Million
Q1 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Wiswisdomtree Tr stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 6,132 shares of DNL stock, worth $247,855. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,132

Previous 108,047 94.32%

Holding current value

$247,855

Previous $3.89 Million 94.39%

% of portfolio

0.04%

Previous 0.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$35.56 - $38.21 $3.62 Million - $3.89 Million	-101,915 Reduced 94.32%	6,132 $218,000
Q4 2024 Feb 13, 2025	SELL	$35.98 - $39.39 $800,231 - $876,072	-22,241 Reduced 17.07%	108,047 $3.89 Million
Q3 2024 Nov 13, 2024	SELL	$36.65 - $40.81 $12.9 Million - $14.3 Million	-351,266 Reduced 72.94%	130,288 $5.13 Million
Q2 2024 Aug 13, 2024	SELL	$37.04 - $39.97 $660,349 - $712,585	-17,828 Reduced 3.57%	481,554 $18.8 Million
Q1 2024 May 14, 2024	BUY	$35.41 - $39.06 $2.07 Million - $2.28 Million	58,372 Added 13.24%	499,382 $19.4 Million
Q4 2023 Feb 06, 2024	SELL	$31.84 - $37.1 $78,039 - $90,932	-2,451 Reduced 0.55%	441,010 $16.3 Million
Q3 2023 Nov 13, 2023	BUY	$33.17 - $36.65 $772,628 - $853,688	23,293 Added 5.54%	443,461 $14.8 Million
Q2 2023 Aug 08, 2023	BUY	$34.59 - $36.52 $762,121 - $804,645	22,033 Added 5.53%	420,168 $15.1 Million
Q1 2023 May 03, 2023	SELL	$32.54 - $35.82 $77,542 - $85,359	-2,383 Reduced 0.59%	398,135 $14.1 Million
Q4 2022 Feb 06, 2023	BUY	$27.4 - $33.63 $572,057 - $702,127	20,878 Added 5.5%	400,518 $12.9 Million
Q3 2022 Nov 09, 2022	BUY	$27.2 - $34.05 $1.7 Million - $2.12 Million	62,318 Added 19.64%	379,640 $10.4 Million
Q2 2022 Aug 08, 2022	SELL	$31.69 - $40.37 $1.14 Million - $1.45 Million	-36,032 Reduced 10.2%	317,322 $10.1 Million
Q1 2022 May 04, 2022	BUY	$36.81 - $43.65 $2.88 Million - $3.41 Million	78,235 Added 28.44%	353,354 $14 Million
Q4 2021 Feb 04, 2022	BUY	$39.96 - $43.57 $11 Million - $12 Million	275,119 New	275,119 $12 Million

Others Institutions Holding DNL

# of Institutions

111

Shares Held

10.5M

Call Options Held

Put Options Held

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About WISWISDOMTREE TR

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Legacy Financial Advisors, Inc. Wiswisdomtree Tr Transaction History