Creative Planning Wisdomtree Tr Transaction History

Creative Planning

$116 Billion
Q2 2025

A detailed history of Creative Planning transactions in Wisdomtree Tr stock. As of the latest transaction made, Creative Planning holds 1,041,105 shares of IHDG stock, worth $46.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,041,105

Previous 1,092,677 4.72%

Holding current value

$46.9 Million

Previous $47.4 Million 1.1%

% of portfolio

0.04%

Previous 0.04%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$38.54 - $46.0 $1.99 Million - $2.37 Million	-51,572 Reduced 4.72%	1,041,105 $46.9 Million
Q1 2025 May 15, 2025	BUY	$43.4 - $47.51 $1.28 Million - $1.41 Million	29,594 Added 2.78%	1,092,677 $47.4 Million
Q4 2024 Feb 14, 2025	BUY	$43.38 - $46.0 $3.65 Million - $3.87 Million	84,029 Added 8.58%	1,063,083 $46.2 Million
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

272

Shares Held

43.2M

Call Options Held

Put Options Held

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 Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Wisdomtree Tr Transaction History