Envestnet Portfolio Solutions, Inc. Wisdomtree Tr Transaction History

Envestnet Portfolio Solutions, Inc.

$23.7 Billion
Q1 2025

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 131,737 shares of IHDG stock, worth $5.96 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

131,737

Previous 163,407 19.38%

Holding current value

$5.96 Million

Previous $7.1 Million 19.51%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	SELL	$43.4 - $47.51 $1.37 Million - $1.5 Million	-31,670 Reduced 19.38%	131,737 $5.72 Million
Q4 2024 Feb 10, 2025	BUY	$43.38 - $46.0 $122,505 - $129,904	2,824 Added 1.76%	163,407 $7.1 Million
Q3 2024 Oct 31, 2024	BUY	$42.42 - $46.78 $310,599 - $342,523	7,322 Added 4.78%	160,583 $7.34 Million
Q2 2024 Jul 16, 2024	BUY	$43.96 - $46.57 $561,940 - $595,304	12,783 Added 9.1%	153,261 $6.99 Million
Q1 2024 May 06, 2024	BUY	$41.39 - $45.98 $582,522 - $647,122	14,074 Added 11.13%	140,478 $6.45 Million
Q4 2023 Feb 07, 2024	BUY	$37.18 - $42.02 $110,573 - $124,967	2,974 Added 2.41%	126,404 $5.31 Million
Q3 2023 Nov 13, 2023	BUY	$38.54 - $40.44 $4.76 Million - $4.99 Million	123,430 New	123,430 $4.78 Million

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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Envestnet Portfolio Solutions, Inc. Wisdomtree Tr Transaction History