Legacy Financial Advisors, Inc. Wiswisdomtree Tr Transaction History

Legacy Financial Advisors, Inc.

$527 Million
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

110

Shares Held

9.92M

Call Options Held

0

Put Options Held

0

About WISWISDOMTREE TR

Ticker DNL
Sector ETFs
Industry ETFs

Track This Portfolio

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.