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Wisdomtree Tr shares owned by Legacy Financial Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Legacy Financial Advisors from 13F filings

Historical chart of Legacy Financial Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Legacy Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $17M 386k 44.83
2024-03-31 $19M 460k 41.10
2023-12-31 $19M 509k 36.58
2023-09-30 $17M 548k 31.77
2023-06-30 $19M 578k 33.05
2023-03-31 $457k 16k 28.39

More positions owned by Legacy Financial Advisors

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Natixis Gateway Quality Income Etf Etf (GQI)
Apple Stock (AAPL)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Microsoft Stock (MSFT)
Jpmorgan Municipal Etf Etf (JMUB)
Nvidia Corp Stock (NVDA)
Procter And Gamble Stock (PG)
Ishares Core Dividend Growth Etf Etf (DGRO)
Ishares Tr Msci Usa Minimum Volatility Index Etf (USMV)

View all positions for Legacy Financial Advisors

Top funds holding Wisdomtree Tr

Trust Point
RVW Wealth
LPL Financial
Bank of America Corporation
Prestige Wealth Management Group
Private Advisor
Legacy Financial Advisors
Smartleaf Asset Management
Kestra Advisory Services
Insight Advisors, LLC/ PA
GPS Wealth Strategies Group
tru Independence
Avestar Capital
Atria Investments
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr