Legacy Financial Advisors, Inc. DWM Holdings History
Legacy Financial Advisors, Inc.'s WisdomTree International Equity Fund Holding Summary
As of 2025-03-31, Legacy Financial Advisors, Inc. held - shares of WisdomTree International Equity Fund(DWM), totaling N/A. This investment constitutes 0% of their stock portfolio, and Legacy Financial Advisors, Inc. now holds 0% of the outstanding WisdomTree International Equity Fund(DWM) stock.
The initial trade took place in 2023Q1. And since then Legacy Financial Advisors, Inc. has made 5 purchases of DWM, at an average price of $49.87, for a total of 397,313.00 shares. In addition, there have been 4 sales at an average price of $55.72 for 397,313.00 shares. Based on historical transaction data and DWM's current price of $63.45, Legacy Financial Advisors, Inc.'s estimated gain on his DWM holdings is $2.32 Mil, reflecting a 11.71% gain to date.
Legacy Financial Advisors, Inc. DWM ($63.45) Holding Chart
Legacy Financial Advisors, Inc. DWM ($63.45) 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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