Global Wealth Management Investment Advisory, Inc. Wisdomtree Tr Transaction History

Global Wealth Management Investment Advisory, Inc.

$462 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 11, 2021	SELL	$41.62 - $44.6 $62,638 - $67,123	-1,505 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$39.63 - $41.58 $59,643 - $62,577	1,505 New	1,505 $62,000

Others Institutions Holding IHDG

# of Institutions

253

Shares Held

47.3M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$296 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$224 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$148 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$111 Million
0.03% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$62.3 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
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