Lpl Financial LLC Wisdomtree Tr Transaction History

Lpl Financial LLC

$196 Billion
Q2 2024

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 5,329,410 shares of IHDG stock, worth $236 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

5,329,410

Previous 3,619,601 47.24%

Holding current value

$236 Million

Previous $166 Million 46.12%

% of portfolio

0.12%

Previous 0.09%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

243

Shares Held

47.8M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

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.

Account

Lpl Financial LLC Wisdomtree Tr Transaction History