My Legacy Advisors, LLC Wisdomtree Tr Us Small Cap Qua Transaction History

My Legacy Advisors, LLC

$253 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 24, 2024	SELL	$46.27 - $49.42 $104,153 - $111,244	-2,251 Reduced 12.49%	15,778 $743,000
Q1 2024 Jul 25, 2024	BUY	$44.91 - $49.64 $53,981 - $59,667	1,202 Added 7.62%	16,980 $842,000
Q4 2023 Jan 12, 2024	BUY	$38.52 - $48.13 $284,855 - $355,921	7,395 Added 69.54%	18,029 $855,000
Q3 2023 Oct 20, 2023	BUY	$40.67 - $44.93 $10,696 - $11,816	263 Added 2.54%	10,634 $438,000
Q2 2023 Jul 14, 2023	BUY	$38.88 - $42.64 $21,733 - $23,835	559 Added 5.7%	10,371 $440,000
Q1 2023 Apr 11, 2023	SELL	$39.98 - $46.79 $14,792 - $17,312	-370 Reduced 3.63%	9,812 $407,000
Q4 2022 Feb 07, 2023	SELL	$36.76 - $43.05 $69,513 - $81,407	-1,891 Reduced 15.66%	10,182 $409,000
Q3 2022 Oct 17, 2022	BUY	$35.95 - $44.82 $64,062 - $79,869	1,782 Added 17.32%	12,073 $450,000
Q2 2022 Jul 12, 2022	BUY	$38.41 - $45.16 $395,277 - $464,741	10,291 New	10,291 $407,000

Others Institutions Holding DGRS

# of Institutions

134

Shares Held

7.1M

Call Options Held

0

Put Options Held

0

Strategic Financial Concepts, LLC San Antonio, TX

887K
Shares

$37.7 Million
0.16% of portfolio
Lpl Financial LLC Fort Mill, SC

579K
Shares

$24.6 Million
0.01% of portfolio
Private Wealth Strategies, L.L.C.

550K
Shares

$23.4 Million
5.29% of portfolio
Morgan Stanley New York, NY

481K
Shares

$20.4 Million
0.0% of portfolio
Lido Advisors, LLC Los Angeles, CA

480K
Shares

$20.4 Million
0.11% of portfolio

About WISDOMTREE TR US SMALL CAP QUA

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