Clearstead Advisors, LLC Wisdomtree Tr Transaction History

Clearstead Advisors, LLC

$6.94 Billion
Q2 2025

A detailed history of Clearstead Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 3,799 shares of IHDG stock, worth $170,955. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,799

Holding current value

$170,955

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 08, 2025	BUY	$38.54 - $46.0 $146,413 - $174,754	3,799 New	3,799 $171,000

Others Institutions Holding IHDG

# of Institutions

273

Shares Held

49.6M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.65M
Shares

$299 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$269 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.57M
Shares

$161 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.75M
Shares

$78.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.71M
Shares

$77.1 Million
0.03% of portfolio

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 Clearstead Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearstead Advisors, LLC with notifications on news.

Account

Clearstead Advisors, LLC Wisdomtree Tr Transaction History