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 |
|---|---|---|---|
| 2025-09-30 | $20M | 347k | 57.36 |
| 2025-06-30 | $19M | 354k | 52.55 |
| 2025-03-31 | $16M | 356k | 43.90 |
| 2024-12-31 | $18M | 357k | 49.26 |
| 2024-09-30 | $17M | 377k | 45.63 |
| 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 |