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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
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 Tr Msci Usa Minimum Volatility Index Etf (USMV)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree U.s. Quality Growth Fund Etf (QGRW)
Wisdomtree Global Ex-us Quality Dividend Growth Fund Etf (DNL)
Wisdomtree Emerging Markets Ex-china Fund Etf (XC)
Ishares Inc Msci Eafe Minimum Volatility Index Etf (EFAV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Ishares Core Dividend Growth Etf Etf (DGRO)
Procter And Gamble Stock (PG)
Jpmorgan Municipal Etf Etf (JMUB)
Jpmorgan Chase & Co Stock (JPM)
Ishares S&p 500 Index Etf (IVV)

View all positions for Legacy Financial Advisors

Top funds holding Wisdomtree Tr

Trust Point
RVW Wealth
Legacy Financial Advisors
Prestige Wealth Management Group
tru Independence
Kestra Advisory Services
Nbc Securities
RFG Advisory
Raymond James Financial Services Advisors
Oxinas Partners Wealth Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
My Legacy Advisors
Flagship Harbor Advisors
Millington Financial Advisors

View all funds holding Wisdomtree Tr