Ifp Advisors, Inc Wisdomtree Tr Us Small Cap Qua Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$39.98 - $46.79 $15,912 - $18,622	-398 Reduced 82.4%	85 $3,000
Q4 2022 Feb 07, 2023	SELL	$36.76 - $43.05 $40,325 - $47,225	-1,097 Reduced 69.43%	483 $17,000
Q3 2022 Nov 08, 2022	BUY	$35.95 - $44.82 $3,091 - $3,854	86 Added 5.76%	1,580 $62,000
Q2 2022 Sep 06, 2022	BUY	$38.41 - $45.16 $57,384 - $67,469	1,494 New	1,494 $56,000
Q2 2022 Aug 12, 2022	SELL	$38.41 - $45.16 $57,384 - $67,469	-1,494 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$43.39 - $48.29 $61,136 - $68,040	1,409 Added 1657.65%	1,494 $0
Q2 2021 Jul 13, 2021	SELL	$45.35 - $48.44 $488,555 - $521,844	-10,773 Reduced 99.22%	85 $4,000
Q1 2021 Apr 30, 2021	SELL	$39.03 - $48.05 $57,530 - $70,825	-1,474 Reduced 11.95%	10,858 $501,000
Q4 2020 Jan 25, 2021	BUY	$30.96 - $40.12 $67,833 - $87,902	2,191 Added 21.61%	12,332 $486,000
Q3 2020 Oct 29, 2020	BUY	$28.66 - $33.0 $280,925 - $323,466	9,802 Added 2891.45%	10,141 $310,000
Q2 2020 Aug 05, 2020	SELL	$22.83 - $32.98 $27,395 - $39,575	-1,200 Reduced 77.97%	339 $10,000
Q1 2020 May 12, 2020	SELL	$21.0 - $38.15 $252 - $457	-12 Reduced 0.77%	1,539 $40,000
Q4 2019 Jan 17, 2020	SELL	$33.84 - $38.14 $503,031 - $566,951	-14,865 Reduced 90.55%	1,551 $57,000
Q3 2019 Nov 07, 2019	SELL	$34.72 - $36.3 $190,439 - $199,105	-5,485 Reduced 25.04%	16,416 $578,000
Q1 2019 May 15, 2019	BUY	N/A	1,181 Added 5.7%	21,901 $756,000
Q4 2018 Jan 23, 2019	BUY	N/A	675 Added 3.37%	20,720 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-80 Reduced 0.4%	20,045 $0
Q2 2018 Aug 07, 2018	BUY	N/A	437 Added 2.22%	20,125 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-254 Reduced 1.27%	19,688 $703,000
Q1 2018 May 09, 2018	BUY	N/A	254 Added 1.29%	19,942 $0
Q4 2017 Jan 24, 2018	BUY	N/A	3,898 Added 24.69%	19,688 $0
Q3 2017 Oct 30, 2017	BUY	N/A	15,290 Added 3058.0%	15,790 $545,000
Q4 2016 Jun 03, 2019	SELL	N/A	-21,401 Reduced 97.72%	500 $17,000
Q1 2016 Jun 03, 2019	BUY	N/A	21,901	21,901 $756,000

Others Institutions Holding DGRS

# of Institutions

117

Shares Held

4.94M

Call Options Held

100

Put Options Held

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