Ifp Advisors, Inc Wisdomtree U.S. Largecap Fund Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

32 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 12, 2023	SELL	$45.54 - $48.62 $13,662 - $14,586	-300 Reduced 1.66%	17,747 $811,000
Q2 2023 Aug 04, 2023	SELL	$43.03 - $46.8 $1,118 - $1,216	-26 Reduced 0.14%	18,047 $842,000
Q1 2023 Apr 18, 2023	SELL	$41.41 - $45.19 $898,638 - $980,668	-21,701 Reduced 54.56%	18,073 $790,000
Q4 2022 Feb 07, 2023	SELL	$38.5 - $44.12 $1.19 Million - $1.36 Million	-30,840 Reduced 43.67%	39,774 $3.41 Million
Q3 2022 Nov 08, 2022	BUY	$38.39 - $46.02 $25,337 - $30,373	660 Added 0.94%	70,614 $6.03 Million
Q2 2022 Sep 06, 2022	BUY	$39.74 - $48.71 $2.78 Million - $3.41 Million	69,954 New	69,954 $5.97 Million
Q2 2022 Aug 12, 2022	SELL	$39.74 - $48.71 $2.78 Million - $3.41 Million	-69,954 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$44.93 - $50.92 $602,062 - $682,328	13,400 Added 23.69%	69,954 $0
Q1 2022 Aug 08, 2022	BUY	$44.93 - $50.92 $2.53 Million - $2.87 Million	56,311 Added 23173.25%	56,554 $0
Q4 2021 Jan 12, 2022	SELL	$45.99 - $50.68 $1.63 Million - $1.79 Million	-35,362 Reduced 99.32%	243 $12,000
Q3 2021 Oct 06, 2021	BUY	$45.77 - $48.62 $29,796 - $31,651	651 Added 1.86%	35,605 $1.63 Million
Q2 2021 Jul 13, 2021	SELL	$43.71 - $46.27 $2.68 Million - $2.84 Million	-61,332 Reduced 63.7%	34,954 $1.61 Million
Q1 2021 Apr 30, 2021	BUY	$39.62 - $43.4 $301,508 - $330,274	7,610 Added 8.58%	96,286 $4.17 Million
Q4 2020 Jan 25, 2021	BUY	$34.44 - $40.16 $876,291 - $1.02 Million	25,444 Added 40.24%	88,676 $3.57 Million
Q3 2020 Oct 29, 2020	BUY	$33.18 - $37.7 $1.99 Million - $2.26 Million	60,073 Added 1901.65%	63,232 $2.24 Million
Q2 2020 Aug 05, 2020	BUY	$26.85 - $35.49 $80 - $106	3 Added 0.1%	3,159 $103,000
Q1 2020 May 12, 2020	BUY	$24.35 - $37.92 $48 - $75	2 Added 0.06%	3,156 $90,000
Q4 2019 Jan 17, 2020	BUY	$32.43 - $36.81 $1,524 - $1,730	47 Added 1.51%	3,154 $116,000
Q3 2019 Nov 07, 2019	BUY	$33.34 - $34.14 $79,949 - $81,867	2,398 Added 338.22%	3,107 $104,000
Q1 2019 May 15, 2019	SELL	N/A	-3,289 Reduced 82.27%	709 $23,000
Q4 2018 Jan 23, 2019	BUY	N/A	251 Added 6.7%	3,998 $0
Q3 2018 Oct 25, 2018	BUY	N/A	528 Added 16.4%	3,747 $0
Q2 2018 Aug 07, 2018	BUY	N/A	16 Added 0.5%	3,219 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-9 Reduced 0.28%	3,203 $100,000
Q1 2018 May 09, 2018	BUY	N/A	9 Added 0.28%	3,212 $0
Q4 2017 Jan 24, 2018	BUY	N/A	2,136 Added 200.19%	3,203 $0
Q3 2017 Oct 30, 2017	BUY	N/A	1 Added 0.09%	1,067 $93,000
Q2 2017 Jun 03, 2019	BUY	N/A	1 Added 0.09%	1,066 $89,000
Q1 2017 Jun 03, 2019	BUY	N/A	1 Added 0.09%	1,065 $87,000
Q4 2016 Jun 03, 2019	SELL	N/A	-9 Reduced 0.84%	1,064 $82,000
Q2 2016 Jun 03, 2019	BUY	N/A	364 Added 51.34%	1,073 $75,000
Q1 2016 Jun 03, 2019	BUY	N/A	709	709 $23,000

Others Institutions Holding EPS

# of Institutions

123

Shares Held

11.5M

Call Options Held

Put Options Held

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