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

J.W. Cole Advisors, Inc.

  • $2.33 Billion
  • Q3 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 42,204 shares of IHDG stock, worth $1.87 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
42,204
Previous 35,364 19.34%
Holding current value
$1.87 Million
Previous $1.61 Million 19.6%
% of portfolio
0.08%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
243
Shares Held
47.8M
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
Track This Portfolio

Track J.W. Cole Advisors, Inc. Portfolio

Follow J.W. Cole Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email