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

37

Shares Held

1.16M

Call Options Held

0

Put Options Held

0

Joseph Group Capital Management Columbus, OH

218K
Shares

$11.5 Million
5.15% of portfolio
Legacy Wealth Planning, LLC

123K
Shares

$6.45 Million
8.35% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$5.92 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

99.2K
Shares

$5.22 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

94.3K
Shares

$4.96 Million
0.01% of portfolio

About WISDOMTREE TR GLOBAL HIGH DIVI

Ticker DEW
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.