Legacy Financial Advisors, Inc. DNL Holdings History
Legacy Financial Advisors, Inc.'s WisdomTree Global ex-U.S. Quality Dividend Growth Fund Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held 6,132.00 shares of WisdomTree Global ex-U.S. Quality Dividend Growth Fund(DNL), totaling $218,710.00. This investment constitutes 0.04% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 0.05% of the outstanding WisdomTree Global ex-U.S. Quality Dividend Growth Fund(DNL) stock.
The initial trade took place in 2021Q4. And since then Legacy Financial Advisors, Inc. has made 7 purchases of DNL, at an average price of $39.02, for a total of 540,248.00 shares. In addition, there have been 7 sales at an average price of $38.28 for 534,116.00 shares. Based on historical transaction data and DNL's current price of $40.16, Legacy Financial Advisors, Inc.'s estimated gain on his DNL holdings is $-386,299.36, reflecting a -1.83% gain to date.
Legacy Financial Advisors, Inc. DNL ($40.16) Holding Chart
Legacy Financial Advisors, Inc. DNL ($40.16) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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