Money Concepts Capital Corp Wisdomtree Tr Transaction History

Money Concepts Capital Corp

$1.39 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 18, 2022	SELL	$37.42 - $43.67 $32,368 - $37,774	-865 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$39.56 - $46.1 $34,219 - $39,876	865 New	865 $37,000

Others Institutions Holding IHDG

# of Institutions

269

Shares Held

42.8M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

5.23M
Shares

$244 Million
0.08% of portfolio
Morgan Stanley New York, NY

4.3M
Shares

$201 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.93M
Shares

$136 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.63M
Shares

$76.1 Million
0.03% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.33M
Shares

$61.8 Million
0.08% of portfolio

About WISDOMTREE TR

Ticker IHDG
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