Ifp Advisors, Inc Wisdomtree Tr Intl Small Cap D Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$58.15 - $63.87 $121,126 - $133,041	-2,083 Reduced 83.89%	400 $24,000
Q4 2022 Feb 07, 2023	SELL	$50.78 - $59.46 $17,163 - $20,097	-338 Reduced 11.98%	2,483 $190,000
Q3 2022 Nov 08, 2022	BUY	$51.06 - $62.46 $54,991 - $67,269	1,077 Added 61.75%	2,821 $218,000
Q2 2022 Sep 06, 2022	BUY	$58.38 - $69.47 $101,814 - $121,155	1,744 New	1,744 $133,000
Q2 2022 Aug 12, 2022	SELL	$58.38 - $69.47 $101,814 - $121,155	-1,744 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$64.07 - $74.35 $103,408 - $120,000	1,614 Added 1241.54%	1,744 $0
Q2 2020 Aug 05, 2020	SELL	$44.96 - $59.68 $32,056 - $42,551	-713 Reduced 84.58%	130 $7,000
Q1 2020 May 12, 2020	BUY	$42.11 - $71.71 $210 - $358	5 Added 0.6%	843 $41,000
Q4 2019 Jan 17, 2020	BUY	$62.06 - $71.66 $186 - $214	3 Added 0.36%	838 $60,000
Q3 2019 Nov 07, 2019	BUY	$63.1 - $64.95 $30,477 - $31,370	483 Added 137.22%	835 $52,000
Q1 2019 May 15, 2019	SELL	N/A	-1,933 Reduced 84.6%	352 $24,000
Q4 2018 Jan 23, 2019	SELL	N/A	-1,181 Reduced 34.07%	2,285 $0
Q3 2018 Oct 25, 2018	SELL	N/A	-1,892 Reduced 35.31%	3,466 $0
Q2 2018 Aug 07, 2018	BUY	N/A	2,787 Added 108.4%	5,358 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-953 Reduced 27.04%	2,571 $197,000
Q1 2018 May 09, 2018	BUY	N/A	953 Added 37.07%	3,524 $0
Q4 2017 Jan 24, 2018	BUY	N/A	950 Added 58.61%	2,571 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-148 Reduced 8.37%	1,621 $120,000
Q2 2017 Jun 03, 2019	SELL	N/A	-225 Reduced 11.28%	1,769 $123,000
Q1 2017 Jun 03, 2019	BUY	N/A	635 Added 46.73%	1,994 $131,000
Q4 2016 Jun 03, 2019	BUY	N/A	587 Added 76.04%	1,359 $82,000
Q2 2016 Jun 03, 2019	BUY	N/A	420 Added 119.32%	772 $43,000
Q1 2016 Jun 03, 2019	BUY	N/A	352	352 $24,000

Others Institutions Holding DLS

# of Institutions

204

Shares Held

5.32M

Call Options Held

Put Options Held

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