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 $4.52 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

79,337

Previous 94,793 16.31%

Holding current value

$4.52 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

126

Shares Held

6.12M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
Sector ETFs
Industry ETFs

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Legacy Financial Advisors, Inc. Wisdomtree Tr Transaction History