Fairview Capital Investment Management, LLC Wisdomtree Tr Transaction History

Fairview Capital Investment Management, LLC

$1.61 Billion
Q2 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 14, 2019	SELL	N/A	-14,077 Closed	0 $0
Q4 2018 Feb 12, 2019	SELL	N/A	-350 Reduced 2.43%	14,077 $391,000
Q3 2018 Nov 09, 2018	SELL	N/A	-200 Reduced 1.37%	14,427 $463,000
Q1 2018 May 15, 2018	SELL	N/A	-6,500 Reduced 30.77%	14,627 $451,000
Q3 2017 Nov 13, 2017	SELL	N/A	-4,863 Reduced 18.71%	21,127 $648,000
Q2 2017 Aug 14, 2017	BUY	N/A	25,990	25,990 $769,000

Others Institutions Holding IHDG

# of Institutions

243

Shares Held

47.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.55M
Shares

$290 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.33M
Shares

$236 Million
0.12% of portfolio
Bank Of America Corp Charlotte, NC

3.25M
Shares

$144 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.34M
Shares

$103 Million
0.03% of portfolio
Ubs Group Ag

1.36M
Shares

$60.3 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
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