Ifp Advisors, Inc Wisdomtree Tr U.S Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Ifp Advisors, Inc holds 1,008 shares of DHS stock, worth $95,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,008

Previous 1,008 -0.0%

Holding current value

$95,346

Previous $94,000 5.32%

% of portfolio

0.0%

Previous 0.0%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Jul 30, 2024	SELL	$79.77 - $86.66 $12,523 - $13,605	-157 Reduced 13.48%	1,008 $87,000
Q4 2023 Jan 09, 2024	SELL	$73.7 - $83.0 $77,090 - $86,818	-1,046 Reduced 47.31%	1,165 $95,000
Q2 2023 Aug 04, 2023	SELL	$76.29 - $83.88 $233,599 - $256,840	-3,062 Reduced 58.07%	2,211 $175,000
Q1 2023 Apr 18, 2023	SELL	$78.69 - $89.17 $407,535 - $461,811	-5,179 Reduced 49.55%	5,273 $433,000
Q4 2022 Feb 07, 2023	SELL	$77.6 - $89.39 $20,253 - $23,330	-261 Reduced 2.44%	10,452 $744,000
Q3 2022 Nov 08, 2022	BUY	$75.81 - $87.12 $422,564 - $485,606	5,574 Added 108.46%	10,713 $765,000
Q2 2022 Sep 06, 2022	BUY	$80.0 - $91.19 $411,120 - $468,625	5,139 New	5,139 $357,000
Q2 2022 Aug 12, 2022	SELL	$80.0 - $91.19 $411,120 - $468,625	-5,139 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$82.52 - $88.81 $8,582 - $9,236	-104 Reduced 1.98%	5,139 $0
Q1 2022 Aug 08, 2022	SELL	$82.52 - $88.81 $75,010 - $80,728	-909 Reduced 14.78%	5,243 $0
Q4 2021 Jan 12, 2022	SELL	$76.78 - $82.54 $9,674 - $10,400	-126 Reduced 2.01%	6,152 $509,000
Q3 2021 Oct 06, 2021	SELL	$76.98 - $81.05 $32,947 - $34,689	-428 Reduced 6.38%	6,278 $481,000
Q2 2021 Jul 13, 2021	SELL	$76.59 - $80.99 $229 - $242	-3 Reduced 0.04%	6,706 $520,000
Q1 2021 Apr 30, 2021	SELL	$68.47 - $76.8 $12,803 - $14,361	-187 Reduced 2.71%	6,709 $509,000
Q4 2020 Jan 25, 2021	SELL	$60.36 - $71.22 $23,238 - $27,419	-385 Reduced 5.29%	6,896 $476,000
Q3 2020 Oct 29, 2020	SELL	$60.76 - $65.86 $14,825 - $16,069	-244 Reduced 3.24%	7,281 $453,000
Q2 2020 Aug 05, 2020	BUY	$53.94 - $68.94 $322,183 - $411,778	5,973 Added 384.86%	7,525 $465,000
Q1 2020 May 12, 2020	SELL	$48.28 - $77.44 $24,381 - $39,107	-505 Reduced 24.55%	1,552 $89,000
Q4 2019 Jan 17, 2020	SELL	$72.3 - $77.34 $1,156 - $1,237	-16 Reduced 0.77%	2,057 $156,000
Q3 2019 Nov 07, 2019	BUY	$73.41 - $74.68 $117,529 - $119,562	1,601 Added 339.19%	2,073 $154,000
Q1 2019 May 15, 2019	SELL	N/A	-14,839 Reduced 96.92%	472 $34,000
Q4 2018 Jan 23, 2019	BUY	N/A	990 Added 6.91%	15,311 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-569 Reduced 3.82%	14,321 $0
Q2 2018 Aug 07, 2018	BUY	N/A	501 Added 3.48%	14,890 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-738 Reduced 4.88%	14,389 $1.05 Million
Q1 2018 May 09, 2018	BUY	N/A	738 Added 5.13%	15,127 $0
Q4 2017 Jan 24, 2018	SELL	N/A	-208 Reduced 1.42%	14,389 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-5,137 Reduced 26.03%	14,597 $1.02 Million
Q2 2017 Jun 03, 2019	SELL	N/A	-1,741 Reduced 8.11%	19,734 $1.35 Million
Q1 2017 Jun 03, 2019	BUY	N/A	1,458 Added 7.28%	21,475 $1.47 Million
Q4 2016 Jun 03, 2019	SELL	N/A	-3,657 Reduced 15.45%	20,017 $1.35 Million
Q2 2016 Jun 03, 2019	BUY	N/A	23,202 Added 4915.68%	23,674 $1.58 Million
Q1 2016 Jun 03, 2019	BUY	N/A	472	472 $34,000

Others Institutions Holding DHS

# of Institutions

247

Shares Held

6.35M

Call Options Held

Put Options Held

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About WISDOMTREE TR U.S

Ticker DHS
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