Ifp Advisors, Inc Wisdomtree Tr Global High Divi Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2022	BUY	$45.43 - $51.89 $12,038 - $13,750	265 New	265 $13,000
Q2 2022 Aug 12, 2022	SELL	$45.43 - $51.89 $12,038 - $13,750	-265 Closed	0 $0
Q4 2020 Jan 25, 2021	SELL	$36.54 - $43.44 $38,367 - $45,612	-1,050 Reduced 79.85%	265 $11,000
Q3 2020 Oct 29, 2020	SELL	$37.01 - $40.82 $444 - $489	-12 Reduced 0.9%	1,315 $50,000
Q1 2020 May 12, 2020	BUY	$29.95 - $48.91 $359 - $586	12 Added 0.91%	1,327 $46,000
Q3 2019 Nov 07, 2019	BUY	$45.8 - $46.73 $59,036 - $60,234	1,289 Added 4957.69%	1,315 $60,000
Q1 2019 May 15, 2019	SELL	N/A	-1,574 Reduced 98.38%	26 $1,000
Q4 2018 Jan 23, 2019	SELL	N/A	-734 Reduced 31.45%	1,600 $0
Q3 2018 Oct 25, 2018	BUY	N/A	1,050 Added 81.78%	2,334 $0
Q2 2018 Aug 07, 2018	SELL	N/A	-283 Reduced 18.06%	1,284 $0
Q4 2017 Jan 24, 2018	BUY	N/A	104 Added 7.11%	1,567 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-20,767 Reduced 93.42%	1,463 $69,000
Q2 2017 Jun 03, 2019	BUY	N/A	513 Added 2.36%	22,230 $1.01 Million
Q1 2017 Jun 03, 2019	SELL	N/A	-620 Reduced 2.78%	21,717 $976,000
Q4 2016 Jun 03, 2019	BUY	N/A	3,707 Added 19.9%	22,337 $971,000
Q2 2016 Jun 03, 2019	BUY	N/A	18,604 Added 71553.85%	18,630 $776,000
Q1 2016 Jun 03, 2019	BUY	N/A	26	26 $1,000

Others Institutions Holding DEW

# of Institutions

36

Shares Held

1.15M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

218K
Shares

$12.1 Million
5.15% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.77 Million
8.35% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$6.22 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

99.2K
Shares

$5.47 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$5.2 Million
0.01% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

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