Wisdomtree Tr shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Wisdomtree Tr (XC) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Wisdomtree Tr
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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 | $22M | 634k | 34.64 |
| 2025-06-30 | $22M | 639k | 34.42 |
| 2025-03-31 | $19M | 641k | 29.71 |
| 2024-12-31 | $19M | 619k | 30.74 |
| 2024-09-30 | $20M | 611k | 32.98 |
| 2024-06-30 | $19M | 592k | 32.10 |
| 2024-03-31 | $18M | 594k | 30.69 |
| 2023-12-31 | $16M | 551k | 29.56 |
| 2023-09-30 | $11M | 432k | 26.18 |
| 2023-06-30 | $11M | 390k | 27.53 |
| 2023-03-31 | $709k | 27k | 25.92 |
| 2022-12-31 | $279k | 11k | 24.75 |