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

J.W. Cole Advisors, Inc.

$3.14 Billion
Q1 2025

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 28,794 shares of IHDG stock, worth $1.28 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

28,794

Previous 42,585 32.38%

Holding current value

$1.28 Million

Previous $1.85 Million 32.52%

% of portfolio

0.04%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$43.4 - $47.51 $598,529 - $655,210	-13,791 Reduced 32.38%	28,794 $1.25 Million
Q4 2024 Jan 30, 2025	BUY	$43.38 - $46.0 $16,527 - $17,526	381 Added 0.9%	42,585 $1.85 Million
Q3 2024 Oct 24, 2024	BUY	$42.42 - $46.78 $290,152 - $319,975	6,840 Added 19.34%	42,204 $1.93 Million
Q2 2024 Aug 08, 2024	BUY	$43.96 - $46.57 $311,896 - $330,414	7,095 Added 25.1%	35,364 $1.61 Million
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

284

Shares Held

52.3M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of J.W. Cole Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on J.W. Cole Advisors, Inc. with notifications on news.

Account

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