Dynamic Advisor Solutions LLC Wisdomtree Tr Transaction History

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

A detailed history of Dynamic Advisor Solutions LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 232,336 shares of IHDG stock, worth $10.5 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

232,336

Holding current value

$10.5 Million

% of portfolio

0.34%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	BUY	$43.4 - $47.51 $10.1 Million - $11 Million	232,336 New	232,336 $10.2 Million
Q3 2024 Oct 07, 2024	BUY	$42.42 - $46.78 $586,541 - $646,827	13,827 Added 7.9%	188,934 $8.63 Million
Q2 2024 Jul 15, 2024	SELL	$43.96 - $46.57 $42,377 - $44,893	-964 Reduced 0.55%	175,107 $7.98 Million
Q1 2024 Apr 12, 2024	BUY	$41.39 - $45.98 $408,229 - $453,500	9,863 Added 5.93%	176,071 $8.09 Million
Q4 2023 Jan 10, 2024	BUY	$37.18 - $42.02 $640,388 - $723,752	17,224 Added 11.56%	166,208 $6.98 Million
Q3 2023 Oct 10, 2023	BUY	$38.54 - $40.44 $1.09 Million - $1.15 Million	28,336 Added 23.49%	148,984 $5.77 Million
Q2 2023 Aug 03, 2023	BUY	$39.29 - $40.67 $2.25 Million - $2.33 Million	57,196 Added 90.14%	120,648 $4.85 Million
Q1 2023 Apr 10, 2023	BUY	$36.38 - $39.42 $1.28 Million - $1.39 Million	35,189 Added 124.51%	63,452 $2.5 Million
Q4 2022 Jan 12, 2023	BUY	$35.63 - $40.75 $1.01 Million - $1.15 Million	28,263 New	28,263 $1.01 Billion

Others Institutions Holding IHDG

# of Institutions

284

Shares Held

52.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Dynamic Advisor Solutions LLC Wisdomtree Tr Transaction History