A detailed history of Regal Investment Advisors LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 17,277 shares of IHDG stock, worth $763,816. This represents 0.05% of its overall portfolio holdings.

Number of Shares
17,277
Previous 17,217 0.35%
Holding current value
$763,816
Previous $790,000 0.38%
% of portfolio
0.05%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$43.96 - $46.57 $2,637 - $2,794
60 Added 0.35%
17,277 $787,000
Q1 2024

May 15, 2024

SELL
$41.39 - $45.98 $61,464 - $68,280
-1,485 Reduced 7.94%
17,217 $790,000
Q4 2023

Feb 14, 2024

BUY
$37.18 - $42.02 $24,724 - $27,943
665 Added 3.69%
18,702 $785,000
Q3 2023

Nov 13, 2023

SELL
$38.54 - $40.44 $5,125 - $5,378
-133 Reduced 0.73%
18,037 $698,000
Q2 2023

Aug 11, 2023

BUY
$39.29 - $40.67 $35,282 - $36,521
898 Added 5.2%
18,170 $729,000
Q1 2023

May 11, 2023

BUY
$36.38 - $39.42 $628,355 - $680,862
17,272 New
17,272 $680,000

Others Institutions Holding IHDG

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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