A detailed history of Dynamic Advisor Solutions LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 176,071 shares of IHDG stock, worth $8.08 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
176,071
Previous 166,208 5.93%
Holding current value
$8.08 Million
Previous $6.98 Million 15.89%
% of portfolio
0.28%
Previous 0.26%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Dynamic Advisor Solutions LLC Portfolio

Follow Dynamic Advisor Solutions LLC 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 Dynamic Advisor Solutions LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Advisor Solutions LLC with notifications on news.