Financial Advocates Investment Management Wisdomtree Tr Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Financial Advocates Investment Management holds 99,518 shares of IHDG stock, worth $4.33 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

99,518

Previous 100,849 1.32%

Holding current value

$4.33 Million

Previous $4.6 Million 1.09%

% of portfolio

0.26%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$42.42 - $46.78 $56,461 - $62,264	-1,331 Reduced 1.32%	99,518 $4.55 Million
Q2 2024 Jul 26, 2024	BUY	$43.96 - $46.57 $312,203 - $330,740	7,102 Added 7.58%	100,849 $4.6 Million
Q1 2024 May 01, 2024	BUY	$41.39 - $45.98 $3.88 Million - $4.31 Million	93,747 New	93,747 $4.31 Million
Q3 2023 Oct 27, 2023	SELL	$38.54 - $40.44 $9,827 - $10,312	-255 Reduced 1.93%	12,989 $503,000
Q2 2023 Aug 07, 2023	SELL	$39.29 - $40.67 $671,230 - $694,806	-17,084 Reduced 56.33%	13,244 $532,000
Q1 2023 May 11, 2023	BUY	$36.38 - $39.42 $70,941 - $76,869	1,950 Added 6.87%	30,328 $1.2 Million
Q4 2022 Feb 14, 2023	SELL	$35.63 - $40.75 $70,725 - $80,888	-1,985 Reduced 6.54%	28,378 $1.01 Million
Q3 2022 Nov 14, 2022	BUY	$35.81 - $40.82 $1.09 Million - $1.24 Million	30,363 New	30,363 $1.09 Million
Q3 2018 Nov 14, 2018	BUY	N/A	751 New	751 $0

Others Institutions Holding IHDG

# of Institutions

253

Shares Held

47.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Financial Advocates Investment Management Wisdomtree Tr Transaction History