J.W. Cole Advisors, Inc. Wisdomtree Tr Transaction History

J.W. Cole Advisors, Inc.

  • $1.95 Billion
  • Q1 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 28,269 shares of IHDG stock, worth $1.3 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
28,269
Previous 20,660 36.83%
Holding current value
$1.3 Million
Previous $867,000 49.71%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$41.39 - $45.98 $314,936 - $349,861
7,609 Added 36.83%
28,269 $1.3 Million
Q4 2023

Jan 31, 2024
BUY
$37.18 - $42.02 $3,346 - $3,781
90 Added 0.44%
20,660 $867,000
Q3 2023

Oct 24, 2023
BUY
$38.54 - $40.44 $150,999 - $158,443
3,918 Added 23.53%
20,570 $796,000
Q2 2023

Jul 27, 2023
BUY
$39.29 - $40.67 $654,257 - $677,236
16,652 New
16,652 $668,000

Others Institutions Holding IHDG

# of Institutions
236
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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