Kestra Advisory Services, LLC Wisdomtree Tr Transaction History

Kestra Advisory Services, LLC

$17.6 Billion
Q2 2024

A detailed history of Kestra Advisory Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 775,152 shares of IHDG stock, worth $34.3 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

775,152

Previous 644,965 20.19%

Holding current value

$34.3 Million

Previous $29.6 Million 19.27%

% of portfolio

0.2%

Previous 0.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$43.96 - $46.57 $5.72 Million - $6.06 Million	130,187 Added 20.19%	775,152 $35.3 Million
Q1 2024 May 15, 2024	BUY	$41.39 - $45.98 $9.01 Million - $10 Million	217,701 Added 50.95%	644,965 $29.6 Million
Q4 2023 Feb 14, 2024	SELL	$37.18 - $42.02 $188,205 - $212,705	-5,062 Reduced 1.17%	427,264 $17.9 Million
Q3 2023 Nov 09, 2023	SELL	$38.54 - $40.44 $859,943 - $902,337	-22,313 Reduced 4.91%	432,326 $16.7 Million
Q2 2023 Aug 11, 2023	SELL	$39.29 - $40.67 $1.44 Million - $1.49 Million	-36,579 Reduced 7.45%	454,639 $18.3 Million
Q1 2023 May 12, 2023	BUY	$36.38 - $39.42 $2.93 Million - $3.17 Million	80,422 Added 19.58%	491,218 $19.4 Million
Q4 2022 Jan 31, 2023	BUY	$35.63 - $40.75 $6.28 Million - $7.18 Million	176,150 Added 75.07%	410,796 $14.6 Million
Q3 2022 Nov 01, 2022	SELL	$35.81 - $40.82 $4.43 Million - $5.05 Million	-123,675 Reduced 34.52%	234,646 $8.42 Billion
Q2 2022 Aug 12, 2022	BUY	$37.42 - $43.67 $1.46 Million - $1.7 Million	38,986 Added 12.21%	358,321 $13.4 Million
Q1 2022 Apr 26, 2022	BUY	$39.56 - $46.1 $239,258 - $278,812	6,048 Added 1.93%	319,335 $0
Q4 2021 Jan 20, 2022	BUY	$42.54 - $45.97 $142,849 - $154,367	3,358 Added 1.08%	313,287 $0
Q3 2021 Oct 19, 2021	BUY	$43.17 - $46.44 $649,276 - $698,457	15,040 Added 5.1%	309,929 $0
Q2 2021 Jul 28, 2021	BUY	$41.62 - $44.6 $560,246 - $600,360	13,461 Added 4.78%	294,889 $0
Q1 2021 May 10, 2021	BUY	$39.63 - $41.58 $603,564 - $633,263	15,230 Added 5.72%	281,428 $0
Q4 2020 Jan 20, 2021	SELL	$35.11 - $39.58 $974,829 - $1.1 Million	-27,765 Reduced 9.45%	266,198 $10.5 Billion
Q3 2020 Nov 12, 2020	BUY	$34.84 - $37.04 $10.2 Million - $10.9 Million	293,963 New	293,963 $10.8 Billion

Others Institutions Holding IHDG

# of Institutions

243

Shares Held

47.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Kestra Advisory Services, LLC Wisdomtree Tr Transaction History