Ifp Advisors, Inc Wisdomtree Tr Transaction History

Ifp Advisors, Inc

  • $3.28 Billion
  • Q2 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 508 shares of DWM stock, worth $32,715. This represents 0.0% of its overall portfolio holdings.

Number of Shares
508
Holding current value
$32,715
% of portfolio
0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
BUY
$52.06 - $63.91 $26,446 - $32,466
508 New
508 $32,000
Q4 2023

Jan 09, 2024
SELL
$46.5 - $52.58 $5,859 - $6,625
-126 Reduced 45.99%
148 $7,000
Q2 2023

Aug 04, 2023
SELL
$48.54 - $51.63 $98,778 - $105,067
-2,035 Reduced 88.13%
274 $13,000
Q1 2023

Apr 18, 2023
SELL
$47.34 - $51.12 $160,956 - $173,808
-3,400 Reduced 59.56%
2,309 $114,000
Q4 2022

Feb 07, 2023
SELL
$39.94 - $48.25 $1.02 Million - $1.23 Million
-25,449 Reduced 81.68%
5,709 $314,000
Q3 2022

Nov 08, 2022
BUY
$39.86 - $47.65 $113,282 - $135,421
2,842 Added 10.04%
31,158 $1.71 Million
Q2 2022

Sep 06, 2022
BUY
$45.44 - $53.31 $1.29 Million - $1.51 Million
28,316 New
28,316 $1.56 Million
Q2 2022

Aug 12, 2022
SELL
$45.44 - $53.31 $1.29 Million - $1.51 Million
-28,316 Closed
0 $0
Q1 2022

Sep 06, 2022
BUY
$48.63 - $55.69 $69,249 - $79,302
1,424 Added 5.3%
28,316 $0
Q1 2022

Aug 08, 2022
BUY
$48.63 - $55.69 $53,638 - $61,426
1,103 Added 4.28%
26,892 $0
Q4 2021

Jan 12, 2022
BUY
$51.6 - $54.8 $11,661 - $12,384
226 Added 0.88%
25,789 $1.4 Million
Q3 2021

Oct 06, 2021
SELL
$52.87 - $56.39 $11,367 - $12,123
-215 Reduced 0.83%
25,563 $1.35 Million
Q2 2021

Jul 13, 2021
SELL
$53.08 - $56.66 $6,581 - $7,025
-124 Reduced 0.48%
25,778 $1.41 Million
Q1 2021

Apr 30, 2021
SELL
$50.35 - $53.3 $1,762 - $1,865
-35 Reduced 0.13%
25,902 $1.36 Million
Q4 2020

Jan 25, 2021
BUY
$43.68 - $50.9 $99,240 - $115,644
2,272 Added 9.6%
25,937 $1.31 Million
Q3 2020

Oct 29, 2020
SELL
$44.37 - $47.42 $34,253 - $36,608
-772 Reduced 3.16%
23,665 $1.08 Million
Q2 2020

Aug 05, 2020
BUY
$37.7 - $47.21 $65,748 - $82,334
1,744 Added 7.69%
24,437 $1.08 Million
Q1 2020

May 12, 2020
BUY
$34.55 - $53.86 $76,424 - $119,138
2,212 Added 10.8%
22,693 $916,000
Q4 2019

Jan 17, 2020
BUY
$48.34 - $53.77 $32,001 - $35,595
662 Added 3.34%
20,481 $1.1 Million
Q3 2019

Nov 07, 2019
BUY
$49.49 - $50.65 $969,954 - $992,689
19,599 Added 8908.64%
19,819 $984,000
Q1 2019

May 15, 2019
SELL
N/A
-11,316 Reduced 98.09%
220 $11,000
Q4 2018

Jan 23, 2019
BUY
N/A
6,552 Added 131.46%
11,536 $0
Q3 2018

Oct 25, 2018
BUY
N/A
2,466 Added 97.93%
4,984 $0
Q2 2018

Aug 07, 2018
BUY
N/A
468 Added 22.83%
2,518 $0
Q1 2018

Jun 03, 2019
SELL
N/A
-227 Reduced 9.97%
2,050 $114,000
Q1 2018

May 09, 2018
BUY
N/A
227 Added 11.07%
2,277 $0
Q4 2017

Jan 24, 2018
BUY
N/A
880 Added 75.21%
2,050 $0
Q3 2017

Oct 30, 2017
BUY
N/A
1 Added 0.09%
1,170 $64,000
Q2 2017

Jun 03, 2019
BUY
N/A
5 Added 0.43%
1,169 $61,000
Q1 2017

Jun 03, 2019
BUY
N/A
1 Added 0.09%
1,164 $58,000
Q4 2016

Jun 03, 2019
BUY
N/A
863 Added 287.67%
1,163 $54,000
Q2 2016

Jun 03, 2019
BUY
N/A
80 Added 36.36%
300 $13,000
Q1 2016

Jun 03, 2019
BUY
N/A
220
220 $11,000

Others Institutions Holding DWM

# of Institutions
132
Shares Held
5.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

DWM Quotes by TradingView
  • Ticker DWM
  • Sector ETFs
  • Industry ETFs
More about DWM
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email