Legacy Financial Group LLC Wisdomtree U.S. Smallcap Fund Transaction History

Legacy Financial Group LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	BUY	$42.52 - $48.12 $109,616 - $124,053	2,578 New	2,578 $111,000
Q4 2021 Jan 20, 2022	SELL	N/A	-11,889 Closed	0 $0
Q3 2021 Oct 22, 2021	SELL	N/A	-3,420 Reduced 22.34%	11,889 $575,000
Q2 2021 Jul 20, 2021	SELL	N/A	-7,960 Reduced 34.21%	15,309 $756,000
Q1 2021 Apr 26, 2021	SELL	N/A	-29,522 Reduced 55.92%	23,269 $1.1 Million

Q4 2020 Jan 28, 2021	BUY	N/A	52,791 New	52,791 $2.06 Million

145

7.77M

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