Lion Street Advisors, LLC Wisdomtree Tr Transaction History

Lion Street Advisors, LLC

$317 Million
Q2 2025

A detailed history of Lion Street Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lion Street Advisors, LLC holds 4,466 shares of IHDG stock, worth $210,348. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,466

Holding current value

$210,348

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 25, 2025	BUY	$38.54 - $46.0 $172,119 - $205,436	4,466 New	4,466 $201,000

Others Institutions Holding IHDG

# of Institutions

270

Shares Held

43.2M

Call Options Held

Put Options Held

Lpl Financial LLC Fort Mill, SC

5.23M
Shares

$246 Million
0.08% of portfolio
Morgan Stanley New York, NY

4.3M
Shares

$203 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.93M
Shares

$138 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.63M
Shares

$76.9 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.33M
Shares

$62.4 Million
0.08% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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Lion Street Advisors, LLC Wisdomtree Tr Transaction History