Legacy Financial Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History

Legacy Financial Advisors, Inc.

  • $498 Million
  • Q1 2025

A detailed history of Legacy Financial Advisors, Inc. transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 217,300 shares of WTV stock, worth $18.2 Million. This represents 3.58% of its overall portfolio holdings.

Number of Shares
217,300
Previous 217,454 0.07%
Holding current value
$18.2 Million
Previous $18.2 Million 1.76%
% of portfolio
3.58%
Previous 3.54%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$79.96 - $87.71 $12,313 - $13,507
-154 Reduced 0.07%
217,300 $17.9 Million
Q4 2024

Feb 13, 2025
SELL
$79.95 - $89.42 $9,274 - $10,372
-116 Reduced 0.05%
217,454 $18.2 Million
Q3 2024

Nov 13, 2024
BUY
$71.31 - $80.0 $504,375 - $565,840
7,073 Added 3.36%
217,570 $17.4 Million
Q2 2024

Aug 13, 2024
BUY
$70.89 - $75.25 $1.49 Million - $1.58 Million
21,057 Added 11.12%
210,497 $15.4 Million
Q1 2024

May 14, 2024
BUY
$67.26 - $75.6 $12.7 Million - $14.3 Million
189,440 New
189,440 $14.3 Million

Others Institutions Holding WTV

# of Institutions
143
Shares Held
8.08M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

WTV Quotes by TradingView
  • Ticker WTV
  • Sector ETFs
  • Industry ETFs
More about WTV
Track This Portfolio

Track Legacy Financial Advisors, Inc. Portfolio

Follow Legacy Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Legacy Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email