Patriot Financial Group Insurance Agency, LLC Wisdomtree Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$37.42 - $43.67 $3,330 - $3,886	89 Added 36.03%	336 $13,000
Q1 2022 May 11, 2022	SELL	$39.56 - $46.1 $6,606 - $7,698	-167 Reduced 40.34%	247 $11,000
Q4 2021 Jan 10, 2022	BUY	$42.54 - $45.97 $808 - $873	19 Added 4.81%	414 $19,000
Q3 2021 Nov 24, 2021	BUY	$43.17 - $46.44 $3,367 - $3,622	78 Added 24.61%	395 $17,000
Q2 2021 Jul 30, 2021	BUY	$41.62 - $44.6 $1,206 - $1,293	29 Added 10.07%	317 $14,000
Q1 2021 Apr 29, 2021	SELL	$39.63 - $41.58 $6,023 - $6,320	-152 Reduced 34.55%	288 $12,000
Q3 2020 Oct 21, 2020	BUY	$34.84 - $37.04 $10,173 - $10,815	292 Added 197.3%	440 $16,000
Q1 2020 Apr 15, 2020	BUY	$26.65 - $37.66 $266 - $376	10 Added 7.25%	148 $4,000
Q3 2018 Oct 30, 2018	BUY	N/A	138 New	138 $4,000

Others Institutions Holding IHDG

# of Institutions

276

Shares Held

50.7M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$318 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$274 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$158 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$79.1 Million
2.63% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$70.8 Million
0.02% of portfolio

View Full List

About WISDOMTREE TR

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