A detailed history of Creative Planning transactions in Wisdomtree Tr stock. As of the latest transaction made, Creative Planning holds 979,054 shares of IHDG stock, worth $42.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
979,054
Previous 973,930 0.53%
Holding current value
$42.6 Million
Previous $44.4 Million 0.77%
% of portfolio
0.04%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

BUY
$42.42 - $46.78 $217,360 - $239,700
5,124 Added 0.53%
979,054 $44.7 Million
Q2 2024

Aug 15, 2024

BUY
$43.96 - $46.57 $993,188 - $1.05 Million
22,593 Added 2.37%
973,930 $44.4 Million
Q1 2024

May 10, 2024

BUY
$41.39 - $45.98 $3.95 Million - $4.38 Million
95,366 Added 11.14%
951,337 $43.7 Million
Q4 2023

Feb 14, 2024

BUY
$37.18 - $42.02 $2.24 Million - $2.53 Million
60,212 Added 7.57%
855,971 $35.9 Million
Q3 2023

Nov 16, 2023

BUY
$38.54 - $40.44 $2.44 Million - $2.56 Million
63,393 Added 8.66%
795,759 $30.8 Million
Q2 2023

Jul 21, 2023

BUY
$39.29 - $40.67 $4.93 Million - $5.1 Million
125,414 Added 20.66%
732,366 $29.4 Million
Q1 2023

May 15, 2023

BUY
$36.38 - $39.42 $4.29 Million - $4.65 Million
118,012 Added 24.14%
606,952 $23.9 Million
Q4 2022

Feb 10, 2023

BUY
$35.63 - $40.75 $5.26 Million - $6.01 Million
147,550 Added 43.22%
488,940 $17.4 Million
Q3 2022

Nov 03, 2022

BUY
$35.81 - $40.82 $4.17 Million - $4.76 Million
116,517 Added 51.81%
341,390 $12.3 Million
Q2 2022

Aug 15, 2022

BUY
$37.42 - $43.67 $6.1 Million - $7.12 Million
163,134 Added 264.23%
224,873 $8.42 Million
Q1 2022

May 16, 2022

BUY
$39.56 - $46.1 $2.44 Million - $2.85 Million
61,739 New
61,739 $2.65 Million
Q3 2018

Oct 25, 2018

SELL
N/A
-14,095 Closed
0 $0
Q2 2018

Jul 20, 2018

BUY
N/A
742 Added 5.56%
14,095 $448,000
Q1 2018

Apr 18, 2018

BUY
N/A
366 Added 2.82%
13,353 $412,000
Q4 2017

Jan 17, 2018

SELL
N/A
-5,136 Reduced 28.34%
12,987 $411,000
Q3 2017

Oct 17, 2017

BUY
N/A
18,123
18,123 $556,000

Others Institutions Holding IHDG

About WISDOMTREE TR


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