Creative Planning Wisdomtree Tr Transaction History

Creative Planning

$101 Billion
Q3 2024

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 $43.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

979,054

Previous 973,930 0.53%

Holding current value

$43.3 Million

Previous $44.4 Million 0.77%

% of portfolio

0.04%

Previous 0.05%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

243

Shares Held

47.8M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
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Creative Planning Wisdomtree Tr Transaction History