Envestnet Asset Management Inc Wisdomtree Tr Transaction History

Envestnet Asset Management Inc

$299 Billion
Q1 2025

A detailed history of Envestnet Asset Management Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Envestnet Asset Management Inc holds 1,359,636 shares of IHDG stock, worth $61.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,359,636

Previous 1,254,781 8.36%

Holding current value

$61.4 Million

Previous $54.5 Million 8.18%

% of portfolio

0.02%

Previous 0.02%

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$43.4 - $47.51 $4.55 Million - $4.98 Million	104,855 Added 8.36%	1,359,636 $59 Million
Q4 2024 Feb 12, 2025	SELL	$43.38 - $46.0 $6.8 Million - $7.21 Million	-156,740 Reduced 11.1%	1,254,781 $54.5 Million
Q3 2024 Nov 06, 2024	BUY	$42.42 - $46.78 $10.5 Million - $11.6 Million	247,662 Added 21.28%	1,411,521 $64.5 Million
Q2 2024 Aug 08, 2024	BUY	$43.96 - $46.57 $19.1 Million - $20.2 Million	433,920 Added 59.45%	1,163,859 $53.1 Million
Q1 2024 May 13, 2024	SELL	$41.39 - $45.98 $2.34 Million - $2.6 Million	-56,485 Reduced 7.18%	729,939 $33.5 Million
Q4 2023 Feb 13, 2024	BUY	$37.18 - $42.02 $2.48 Million - $2.8 Million	66,677 Added 9.26%	786,424 $33 Million
Q3 2023 Nov 13, 2023	SELL	$38.54 - $40.44 $9.63 Million - $10.1 Million	-249,784 Reduced 25.76%	719,747 $27.9 Million
Q2 2023 Aug 04, 2023	BUY	$39.29 - $40.67 $9.39 Million - $9.72 Million	238,939 Added 32.7%	969,531 $38.9 Million
Q1 2023 May 11, 2023	BUY	$36.38 - $39.42 $112,923 - $122,359	3,104 Added 0.43%	730,592 $28.8 Million
Q4 2022 Feb 07, 2023	SELL	$35.63 - $40.75 $1.8 Million - $2.06 Million	-50,489 Reduced 6.49%	727,488 $25.9 Million
Q3 2022 Nov 10, 2022	BUY	$35.81 - $40.82 $11.2 Million - $12.8 Million	313,039 Added 67.33%	777,977 $27.9 Million
Q2 2022 Aug 03, 2022	BUY	$37.42 - $43.67 $2.22 Million - $2.59 Million	59,363 Added 14.64%	464,938 $17.4 Million
Q1 2022 May 04, 2022	BUY	$39.56 - $46.1 $1.26 Million - $1.46 Million	31,741 Added 8.49%	405,575 $17.4 Million
Q4 2021 Feb 04, 2022	BUY	$42.54 - $45.97 $254,899 - $275,452	5,992 Added 1.63%	373,834 $17.1 Million
Q3 2021 Oct 07, 2021	BUY	$43.17 - $46.44 $846,952 - $911,106	19,619 Added 5.63%	367,842 $15.9 Million
Q2 2021 Aug 04, 2021	BUY	$41.62 - $44.6 $1.14 Million - $1.22 Million	27,405 Added 8.54%	348,223 $15.4 Million
Q1 2021 May 04, 2021	BUY	$39.63 - $41.58 $849,706 - $891,516	21,441 Added 7.16%	320,818 $13.2 Million
Q4 2020 Feb 02, 2021	BUY	$35.11 - $39.58 $2.48 Million - $2.8 Million	70,667 Added 30.9%	299,377 $11.8 Million
Q3 2020 Oct 09, 2020	BUY	$34.84 - $37.04 $173,816 - $184,792	4,989 Added 2.23%	228,710 $8.36 Million
Q2 2020 Jul 08, 2020	BUY	$29.36 - $35.76 $659,836 - $803,670	22,474 Added 11.17%	223,721 $7.85 Million
Q1 2020 Apr 23, 2020	BUY	$26.65 - $37.66 $430,637 - $608,547	16,159 Added 8.73%	201,247 $6.09 Million
Q4 2019 Feb 11, 2020	BUY	$32.51 - $36.69 $1.1 Million - $1.25 Million	33,953 Added 22.47%	185,088 $6.72 Million
Q3 2019 Oct 17, 2019	BUY	$33.19 - $33.7 $683,017 - $693,512	20,579 Added 15.76%	151,135 $5.08 Million
Q2 2019 Aug 02, 2019	BUY	N/A	7,756 Added 6.32%	130,556 $4.27 Million
Q1 2019 May 10, 2019	SELL	N/A	-26,139 Reduced 17.55%	122,800 $3.95 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-31,841 Reduced 17.61%	148,939 $4.14 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-16,219 Reduced 8.23%	180,780 $5.8 Million
Q2 2018 Aug 10, 2018	BUY	N/A	4,760 Added 2.48%	196,999 $6.26 Million
Q1 2018 May 09, 2018	BUY	N/A	32,189 Added 20.11%	192,239 $6.07 Million
Q4 2017 Feb 20, 2018	BUY	N/A	111,134 Added 227.19%	160,050 $5.07 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-101 Reduced 0.21%	48,916 $1.5 Million
Q2 2017 Aug 14, 2017	BUY	N/A	49,017	49,017 $1.45 Million

Others Institutions Holding IHDG

# of Institutions

284

Shares Held

52.3M

Call Options Held

Put Options Held

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Envestnet Asset Management Inc Wisdomtree Tr Transaction History