Ifp Advisors, Inc Wisdomtree Tr Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 4,564 shares of DTH stock, worth $171,332. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,564

Previous 5,213 12.45%

Holding current value

$171,332

Previous $206,000 15.05%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	SELL	$38.08 - $41.21 $24,713 - $26,745	-649 Reduced 12.45%	4,564 $175,000
Q1 2024 Jul 30, 2024	SELL	$37.09 - $39.82 $11,127 - $11,946	-300 Reduced 5.44%	5,213 $206,000
Q4 2023 Jan 09, 2024	SELL	$34.66 - $39.12 $7,313 - $8,254	-211 Reduced 3.69%	5,513 $214,000
Q3 2023 Oct 12, 2023	SELL	$35.8 - $38.54 $24,021 - $25,860	-671 Reduced 10.49%	5,724 $207,000
Q2 2023 Aug 04, 2023	SELL	$36.15 - $39.0 $23,750 - $25,623	-657 Reduced 9.32%	6,395 $236,000
Q1 2023 Apr 18, 2023	SELL	$35.99 - $39.12 $97,928 - $106,445	-2,721 Reduced 27.84%	7,052 $265,000
Q4 2022 Feb 07, 2023	SELL	$30.01 - $36.51 $2,670 - $3,249	-89 Reduced 0.9%	9,773 $421,000
Q3 2022 Nov 08, 2022	BUY	$30.07 - $35.52 $35,452 - $41,878	1,179 Added 13.58%	9,862 $424,000
Q2 2022 Sep 06, 2022	BUY	$34.57 - $40.19 $300,171 - $348,969	8,683 New	8,683 $373,000
Q2 2022 Aug 12, 2022	SELL	$34.57 - $40.19 $300,171 - $348,969	-8,683 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$36.97 - $41.22 $7,061 - $7,873	-191 Reduced 2.15%	8,683 $0
Q1 2022 Aug 08, 2022	SELL	$36.97 - $41.22 $26,766 - $29,843	-724 Reduced 7.54%	8,874 $0
Q4 2021 Jan 12, 2022	SELL	$36.83 - $39.04 $20,845 - $22,096	-566 Reduced 5.57%	9,598 $369,000
Q3 2021 Oct 06, 2021	SELL	$37.89 - $40.59 $30,236 - $32,390	-798 Reduced 7.28%	10,164 $384,000
Q2 2021 Jul 13, 2021	BUY	$39.57 - $41.75 $3,640 - $3,841	92 Added 0.85%	10,962 $432,000
Q1 2021 Apr 30, 2021	SELL	$37.05 - $39.86 $9,299 - $10,004	-251 Reduced 2.26%	10,870 $426,000
Q4 2020 Jan 25, 2021	SELL	$31.49 - $37.76 $14,768 - $17,709	-469 Reduced 4.05%	11,121 $417,000
Q3 2020 Oct 29, 2020	SELL	$32.41 - $35.33 $43,656 - $47,589	-1,347 Reduced 10.41%	11,590 $381,000
Q2 2020 Aug 05, 2020	BUY	$28.17 - $35.69 $4,479 - $5,674	159 Added 1.24%	12,937 $426,000
Q1 2020 May 12, 2020	SELL	$25.75 - $42.34 $6,772 - $11,135	-263 Reduced 2.02%	12,778 $382,000
Q4 2019 Jan 17, 2020	SELL	$37.91 - $42.28 $22,783 - $25,410	-601 Reduced 4.41%	13,041 $551,000
Q3 2019 Nov 07, 2019	BUY	$38.8 - $39.95 $271,212 - $279,250	6,990 Added 105.08%	13,642 $528,000
Q1 2019 May 15, 2019	SELL	N/A	-7,755 Reduced 53.83%	6,652 $270,000
Q4 2018 Jan 23, 2019	BUY	N/A	40 Added 0.28%	14,407 $0
Q3 2018 Oct 25, 2018	BUY	N/A	104 Added 0.73%	14,367 $0
Q2 2018 Aug 07, 2018	BUY	N/A	320 Added 2.3%	14,263 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-271 Reduced 1.91%	13,943 $619,000
Q1 2018 May 09, 2018	BUY	N/A	271 Added 1.94%	14,214 $0
Q4 2017 Jan 24, 2018	BUY	N/A	183 Added 1.33%	13,943 $0
Q3 2017 Oct 30, 2017	BUY	N/A	7,108 Added 106.86%	13,760 $602,000
Q1 2016 Jun 03, 2019	BUY	N/A	6,652	6,652 $270,000

Others Institutions Holding DTH

# of Institutions

Shares Held

5.47M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DTH
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