Ifg Advisory, LLC Wisdomtree Tr Intl Largecap Di Transaction History

Ifg Advisory, LLC

$1.32 Billion
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$45.36 - $48.51 $316,522 - $338,502	6,978 New	6,978 $318,000
Q4 2022 Jan 31, 2023	BUY	$39.21 - $45.18 $279,371 - $321,907	7,125 New	7,125 $313,000
Q2 2022 Aug 04, 2022	BUY	N/A	112 Added 1.28%	8,870 $371,000
Q1 2022 May 04, 2022	BUY	N/A	766 Added 9.58%	8,758 $425,000
Q3 2021 Oct 12, 2021	SELL	N/A	-699 Reduced 8.04%	7,992 $379,000

Q4 2020 Feb 08, 2021	SELL	N/A	-1,306 Reduced 13.06%	8,691 $399,000
Q3 2020 Nov 02, 2020	BUY	N/A	845 Added 9.23%	9,997 $413,000
Q2 2020 Aug 10, 2020	BUY	N/A	860 Added 10.37%	9,152 $373,000
Q1 2020 May 11, 2020	SELL	N/A	-355 Reduced 4.11%	8,292 $306,000
Q4 2019 Feb 07, 2020	BUY	N/A	2,982 Added 52.64%	8,647 $423,000
Q3 2019 Nov 06, 2019	BUY	N/A	5,665 New	5,665 $260,000

Others Institutions Holding DOL

# of Institutions

94

Shares Held

8.17M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

2.78M
Shares

$143 Million
0.16% of portfolio
Huntington National Bank Columbus, OH

876K
Shares

$45.1 Million
0.37% of portfolio
Morgan Stanley New York, NY

501K
Shares

$25.8 Million
0.0% of portfolio
Jpmorgan Chase & CO New York, NY

372K
Shares

$19.2 Million
0.0% of portfolio
First Republic Investment Management, Inc. San Francisco, CA

362K
Shares

$18.6 Million
0.05% of portfolio

About WISDOMTREE TR INTL LARGECAP DI

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