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

J.W. Cole Advisors, Inc.

$4.58 Billion
Q2 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 28,900 shares of IHDG stock, worth $1.35 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

28,900

Previous 28,794 0.37%

Holding current value

$1.35 Million

Previous $1.25 Million 4.16%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$38.54 - $46.0 $4,085 - $4,876	106 Added 0.37%	28,900 $1.3 Million
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

266

Shares Held

42.7M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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