A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 5,067,153 shares of IHDG stock, worth $221 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,067,153
Previous 5,329,410 4.92%
Holding current value
$221 Million
Previous $243 Million 4.69%
% of portfolio
0.11%
Previous 0.12%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$42.42 - $46.78 $11.1 Million - $12.3 Million
-262,257 Reduced 4.92%
5,067,153 $232 Million
Q2 2024

Aug 07, 2024

BUY
$43.96 - $46.57 $75.2 Million - $79.6 Million
1,709,809 Added 47.24%
5,329,410 $243 Million
Q1 2024

May 10, 2024

BUY
$41.39 - $45.98 $25.8 Million - $28.7 Million
623,249 Added 20.8%
3,619,601 $166 Million
Q4 2023

Feb 14, 2024

BUY
$37.18 - $42.02 $10.3 Million - $11.7 Million
277,955 Added 10.22%
2,996,352 $126 Million
Q3 2023

Nov 13, 2023

BUY
$38.54 - $40.44 $22.7 Million - $23.8 Million
588,654 Added 27.64%
2,718,397 $105 Million
Q2 2023

Jul 31, 2023

BUY
$39.29 - $40.67 $31.9 Million - $33 Million
811,491 Added 61.56%
2,129,743 $85.6 Million
Q1 2023

May 10, 2023

BUY
$36.38 - $39.42 $11.3 Million - $12.3 Million
311,517 Added 30.94%
1,318,252 $52 Million
Q4 2022

Feb 07, 2023

BUY
$35.63 - $40.75 $10.3 Million - $11.7 Million
288,223 Added 40.11%
1,006,735 $35.9 Million
Q3 2022

Nov 14, 2022

BUY
$35.81 - $40.82 $1.04 Million - $1.19 Million
29,069 Added 4.22%
718,512 $25.8 Million
Q2 2022

Aug 12, 2022

BUY
$37.42 - $43.67 $3.8 Million - $4.43 Million
101,549 Added 17.27%
689,443 $25.8 Million
Q1 2022

May 16, 2022

BUY
$39.56 - $46.1 $5.44 Million - $6.34 Million
137,450 Added 30.51%
587,894 $25.2 Million
Q4 2021

Feb 14, 2022

SELL
$42.54 - $45.97 $16,335 - $17,652
-384 Reduced 0.09%
450,444 $20.6 Million
Q3 2021

Nov 15, 2021

BUY
$43.17 - $46.44 $1.72 Million - $1.85 Million
39,744 Added 9.67%
450,828 $19.5 Million
Q2 2021

Aug 13, 2021

BUY
$41.62 - $44.6 $1.87 Million - $2.01 Million
45,015 Added 12.3%
411,084 $18.1 Million
Q1 2021

May 14, 2021

BUY
$39.63 - $41.58 $1.21 Million - $1.27 Million
30,602 Added 9.12%
366,069 $15.1 Million
Q4 2020

Feb 12, 2021

BUY
$35.11 - $39.58 $2.44 Million - $2.76 Million
69,621 Added 26.19%
335,467 $13.2 Million
Q3 2020

Nov 09, 2020

BUY
$34.84 - $37.04 $2.9 Million - $3.09 Million
83,367 Added 45.69%
265,846 $9.72 Million
Q2 2020

Aug 13, 2020

BUY
$29.36 - $35.76 $1.13 Million - $1.37 Million
38,339 Added 26.6%
182,479 $6.4 Million
Q1 2020

May 14, 2020

SELL
$26.65 - $37.66 $1.12 Million - $1.58 Million
-41,932 Reduced 22.54%
144,140 $4.36 Million
Q4 2019

Feb 14, 2020

BUY
$32.51 - $36.69 $367,655 - $414,927
11,309 Added 6.47%
186,072 $6.76 Million
Q3 2019

Nov 13, 2019

BUY
$33.19 - $33.7 $1.26 Million - $1.28 Million
37,979 Added 27.77%
174,763 $5.88 Million
Q2 2019

Aug 09, 2019

BUY
N/A
55,728 Added 68.75%
136,784 $4.48 Million
Q1 2019

May 08, 2019

SELL
N/A
-5,529 Reduced 6.39%
81,056 $2.61 Million
Q4 2018

Feb 07, 2019

SELL
N/A
-76,570 Reduced 46.93%
86,585 $2.41 Million
Q3 2018

Nov 14, 2018

SELL
N/A
-1,938 Reduced 1.17%
163,155 $5.24 Million
Q2 2018

Aug 14, 2018

BUY
N/A
352 Added 0.21%
165,093 $5.25 Million
Q1 2018

May 15, 2018

BUY
N/A
71,480 Added 76.65%
164,741 $5.09 Million
Q4 2017

Feb 14, 2018

BUY
N/A
21,287 Added 29.58%
93,261 $2.96 Million
Q3 2017

Nov 14, 2017

BUY
N/A
25,930 Added 56.32%
71,974 $2.21 Million
Q2 2017

Aug 14, 2017

BUY
N/A
46,044
46,044 $1.36 Million

Others Institutions Holding IHDG

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.