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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
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

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

Legacy Financial Advisors
Chicago Partners Investment
Jane Street
Citadel Advisors
Creative Planning
Dynamic Advisors Solutions
Royal Bank of Canada

View all funds holding Wisdomtree Tr