Avantax Advisory Services, Inc. Wisdomtree Tr Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 17,451 shares of IHDG stock, worth $806,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares

17,451

Previous 17,703 1.42%

Holding current value

$806,061

Previous $809,000 6.3%

% of portfolio

0.0%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$43.38 - $46.0 $10,931 - $11,592	-252 Reduced 1.42%	17,451 $758,000
Q3 2024 Nov 13, 2024	BUY	$42.42 - $46.78 $15,271 - $16,840	360 Added 2.08%	17,703 $809,000
Q2 2024 Aug 09, 2024	BUY	$43.96 - $46.57 $152,057 - $161,085	3,459 Added 24.91%	17,343 $790,000
Q1 2024 May 08, 2024	BUY	$41.39 - $45.98 $34,395 - $38,209	831 Added 6.37%	13,884 $637,000
Q4 2023 Feb 07, 2024	BUY	$37.18 - $42.02 $40,377 - $45,633	1,086 Added 9.07%	13,053 $548,000
Q3 2023 Nov 07, 2023	BUY	$38.54 - $40.44 $126,218 - $132,441	3,275 Added 37.68%	11,967 $463,000
Q2 2023 Aug 11, 2023	BUY	$39.29 - $40.67 $22,277 - $23,059	567 Added 6.98%	8,692 $349,000
Q1 2023 Apr 28, 2023	SELL	$36.38 - $39.42 $48,749 - $52,822	-1,340 Reduced 14.16%	8,125 $320,000
Q4 2022 Feb 13, 2023	BUY	$35.63 - $40.75 $49,062 - $56,112	1,377 Added 17.03%	9,465 $337,000
Q3 2022 Nov 01, 2022	BUY	$35.81 - $40.82 $2,649 - $3,020	74 Added 0.92%	8,088 $290,000
Q2 2022 Aug 02, 2022	BUY	$37.42 - $43.67 $51,265 - $59,827	1,370 Added 20.62%	8,014 $300,000
Q1 2022 Apr 27, 2022	BUY	$39.56 - $46.1 $262,836 - $306,288	6,644 New	6,644 $284,000
Q4 2020 Jan 22, 2021	SELL	$35.11 - $39.58 $414,122 - $466,846	-11,795 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$34.84 - $37.04 $410,937 - $436,886	11,795 New	11,795 $432,000

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Wisdomtree Tr Transaction History