Creative Planning Wisdomtree Tr Transaction History

Creative Planning

  • $90.1 Billion
  • Q1 2024

A detailed history of Creative Planning transactions in Wisdomtree Tr stock. As of the latest transaction made, Creative Planning holds 951,337 shares of IHDG stock, worth $43.6 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
951,337
Previous 855,971 11.14%
Holding current value
$43.6 Million
Previous $35.9 Million 21.6%
% of portfolio
0.05%
Previous 0.04%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
116,517 Added 51.81%
341,390 $12.3 Million
Q2 2022

Aug 15, 2022
BUY
N/A
163,134 Added 264.23%
224,873 $8.42 Million
Q1 2022

May 16, 2022
BUY
N/A
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
234
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Creative Planning Portfolio

Follow Creative Planning and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email