WisdomTree DEFA shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of WisdomTree DEFA (DWM) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in WisdomTree DEFA
Tip: Access up to 7 years of quarterly data
All positions including WisdomTree DEFA held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in WisdomTree DEFA by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.2M | 79k | 52.70 |
| 2024-09-30 | $5.5M | 95k | 57.56 |
| 2024-06-30 | $20M | 377k | 53.72 |
| 2024-03-31 | $22M | 397k | 54.80 |
| 2023-12-31 | $19M | 367k | 52.51 |
| 2023-09-30 | $17M | 356k | 48.35 |
| 2023-06-30 | $15M | 293k | 50.03 |
| 2023-03-31 | $733k | 15k | 49.73 |