Raymond James Financial Services Advisors, Inc. Wisdomtree Tr Transaction History

Raymond James Financial Services Advisors, Inc.

$73.5 Billion
Q3 2024

A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 1,325,040 shares of IHDG stock, worth $58.6 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,325,040

Previous 1,052,466 25.9%

Holding current value

$58.6 Million

Previous $48 Million 26.2%

% of portfolio

0.08%

Previous 0.07%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 18, 2024	BUY	$42.42 - $46.78 $11.6 Million - $12.8 Million	272,574 Added 25.9%	1,325,040 $60.6 Million
Q2 2024 Jul 19, 2024	SELL	$43.96 - $46.57 $128,231 - $135,844	-2,917 Reduced 0.28%	1,052,466 $48 Million
Q1 2024 Apr 22, 2024	SELL	$41.39 - $45.98 $17.9 Million - $19.8 Million	-431,329 Reduced 29.01%	1,055,383 $48.5 Million
Q4 2023 Jan 16, 2024	SELL	$37.18 - $42.02 $468,096 - $529,031	-12,590 Reduced 0.84%	1,486,712 $62.4 Million
Q3 2023 Oct 24, 2023	BUY	$38.54 - $40.44 $7.82 Million - $8.2 Million	202,801 Added 15.64%	1,499,302 $58.1 Million
Q2 2023 Jul 25, 2023	BUY	$39.29 - $40.67 $30 Million - $31.1 Million	764,223 Added 143.58%	1,296,501 $52.1 Million
Q1 2023 Apr 14, 2023	BUY	$36.38 - $39.42 $1.31 Million - $1.42 Million	36,046 Added 7.26%	532,278 $21 Million
Q4 2022 Feb 08, 2023	BUY	$35.63 - $40.75 $12.7 Million - $14.5 Million	356,433 Added 254.96%	496,232 $17.7 Million
Q3 2022 Oct 25, 2022	BUY	$35.81 - $40.82 $28,898 - $32,941	807 Added 0.58%	139,799 $5.02 Million
Q2 2022 Aug 12, 2022	BUY	$37.42 - $43.67 $4.84 Million - $5.65 Million	129,380 Added 1346.03%	138,992 $5.2 Million
Q1 2022 May 11, 2022	BUY	$39.56 - $46.1 $52,100 - $60,713	1,317 Added 15.88%	9,612 $413,000
Q4 2021 Feb 08, 2022	BUY	$42.54 - $45.97 $22,035 - $23,812	518 Added 6.66%	8,295 $380,000
Q3 2021 Nov 02, 2021	BUY	$43.17 - $46.44 $335,733 - $361,163	7,777 New	7,777 $336,000
Q4 2020 Feb 12, 2021	SELL	$35.11 - $39.58 $1.57 Million - $1.77 Million	-44,819 Closed	0 $0
Q3 2020 Nov 04, 2020	SELL	$34.84 - $37.04 $47,974 - $51,004	-1,377 Reduced 2.98%	44,819 $1.64 Million
Q2 2020 Jul 17, 2020	SELL	$29.36 - $35.76 $194,598 - $237,017	-6,628 Reduced 12.55%	46,196 $1.62 Million
Q1 2020 Apr 21, 2020	SELL	$26.65 - $37.66 $518,315 - $732,449	-19,449 Reduced 26.91%	52,824 $1.6 Million
Q4 2019 Feb 12, 2020	BUY	$32.51 - $36.69 $272,498 - $307,535	8,382 Added 13.12%	72,273 $2.63 Million
Q3 2019 Nov 07, 2019	BUY	$33.19 - $33.7 $1.46 Million - $1.48 Million	43,932 Added 220.11%	63,891 $2.15 Million
Q2 2019 Aug 06, 2019	BUY	N/A	111 Added 0.56%	19,959 $653,000
Q1 2019 May 06, 2019	BUY	N/A	2,356 Added 13.47%	19,848 $639,000
Q4 2018 Feb 11, 2019	BUY	N/A	17,492 New	17,492 $487,000
Q3 2018 Nov 14, 2018	SELL	N/A	-8,859 Closed	0 $0
Q2 2018 Jul 30, 2018	BUY	N/A	8,859 New	8,859 $282,000
Q4 2017 Feb 09, 2018	SELL	N/A	-16,386 Closed	0 $0
Q3 2017 Oct 26, 2017	BUY	N/A	8,270 Added 101.9%	16,386 $502,000
Q2 2017 Aug 15, 2017	BUY	N/A	8,116	8,116 $240,000

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 Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.

Account

Raymond James Financial Services Advisors, Inc. Wisdomtree Tr Transaction History