Ifp Advisors, Inc Wisdomtree, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2022	BUY	N/A	308 New	308 $4,000
Q2 2022 Aug 12, 2022	SELL	N/A	-308 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	N/A	290 Added 1611.11%	308 $1,000
Q4 2020 Jan 25, 2021	SELL	N/A	-150 Reduced 89.29%	18 $0
Q2 2020 Aug 05, 2020	BUY	N/A	168 New	168 $1,000
Q1 2020 May 12, 2020	BUY	N/A	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	N/A	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	N/A	0 New	0 $0
Q1 2019 May 15, 2019	SELL	N/A	-2,400 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	N/A	-635 Reduced 20.92%	2,400 $15,000
Q3 2018 Oct 25, 2018	BUY	N/A	635 Added 26.46%	3,035 $0
Q3 2017 Oct 30, 2017	SELL	N/A	-1,000 Reduced 29.41%	2,400 $24,000
Q2 2017 Jun 03, 2019	SELL	N/A	-197 Reduced 5.48%	3,400 $35,000
Q4 2016 Jun 03, 2019	SELL	N/A	-685 Reduced 16.0%	3,597 $40,000
Q2 2016 Jun 03, 2019	BUY	N/A	4,282	4,282 $42,000

Others Institutions Holding WT

# of Institutions

1

Shares Held

75

Call Options Held

0

Put Options Held

0

Lake Point Wealth Management

75
Shares

$0
0.0% of portfolio

About WISDOMTREE, INC.

Ticker WT

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