Avantax Advisory Services, Inc. Wisdomtree Tr Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 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 13,884 shares of IHDG stock, worth $637,414. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,884

Previous 13,053 6.37%

Holding current value

$637,414

Previous $548,000 16.24%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	74 Added 0.92%	8,088 $290,000
Q2 2022 Aug 02, 2022	BUY	N/A	1,370 Added 20.62%	8,014 $300,000
Q1 2022 Apr 27, 2022	BUY	N/A	6,644 New	6,644 $284,000
Q4 2020 Jan 22, 2021	SELL	N/A	-11,795 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	N/A	11,795 New	11,795 $432,000

Others Institutions Holding IHDG

# of Institutions

236

Shares Held

39M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Avantax Advisory Services, Inc. Wisdomtree Tr Transaction History