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

Legacy Financial Advisors, Inc.

$527 Million
Q2 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 222,048 shares of WTV stock, worth $19.4 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

222,048

Previous 217,300 2.18%

Holding current value

$19.4 Million

Previous $17.9 Million 7.44%

% of portfolio

3.64%

Previous 3.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$72.32 - $86.4 $343,375 - $410,227	4,748 Added 2.18%	222,048 $19.2 Million
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

165

Shares Held

15.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR WISDOMTREE U.S.

Ticker WTV
Sector ETFs
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Legacy Financial Advisors, Inc. Wisdomtree Tr Wisdomtree U.S. Transaction History