United Capital Financial Advisers, LLC Wisdomtree Tr Transaction History

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

A detailed history of United Capital Financial Advisers, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 140,752 shares of IHDG stock, worth $6.36 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

140,752

Previous 142,257 1.06%

Holding current value

$6.36 Million

Previous $6.18 Million 1.21%

% of portfolio

0.05%

Previous 0.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$43.4 - $47.51 $65,317 - $71,502	-1,505 Reduced 1.06%	140,752 $6.11 Million
Q4 2024 Feb 13, 2025	SELL	$43.38 - $46.0 $26,461 - $28,060	-610 Reduced 0.43%	142,257 $6.18 Million
Q3 2024 Nov 12, 2024	SELL	$42.42 - $46.78 $15,949 - $17,589	-376 Reduced 0.26%	142,867 $6.53 Million
Q2 2024 Aug 14, 2024	SELL	$43.96 - $46.57 $167,839 - $177,804	-3,818 Reduced 2.6%	143,243 $6.53 Million
Q1 2024 May 15, 2024	SELL	$41.39 - $45.98 $8,278 - $9,196	-200 Reduced 0.14%	147,061 $6.76 Million
Q4 2023 Feb 14, 2024	SELL	$37.18 - $42.02 $19,259 - $21,766	-518 Reduced 0.35%	147,261 $6.18 Million
Q3 2023 Nov 14, 2023	SELL	$38.54 - $40.44 $247,272 - $259,463	-6,416 Reduced 4.16%	147,779 $5.72 Million
Q2 2023 Aug 14, 2023	SELL	$39.29 - $40.67 $2.2 Million - $2.27 Million	-55,917 Reduced 26.61%	154,195 $6.19 Million
Q1 2023 Aug 14, 2023	BUY	$36.38 - $39.42 $2.03 Million - $2.2 Million	55,917 Added 36.26%	210,112 $8.28 Million
Q1 2023 May 15, 2023	SELL	$36.38 - $39.42 $663,825 - $719,296	-18,247 Reduced 7.99%	210,112 $8.28 Million
Q4 2022 Feb 14, 2023	SELL	$35.63 - $40.75 $802,601 - $917,934	-22,526 Reduced 8.98%	228,359 $8.14 Million
Q3 2022 Nov 14, 2022	SELL	$35.81 - $40.82 $2.02 Million - $2.3 Million	-56,433 Reduced 18.36%	250,885 $9 Million
Q2 2022 Aug 11, 2022	SELL	$37.42 - $43.67 $245,811 - $286,868	-6,569 Reduced 2.09%	307,318 $11.5 Million
Q1 2022 May 16, 2022	BUY	$39.56 - $46.1 $164,332 - $191,499	4,154 Added 1.34%	313,887 $13.5 Million
Q4 2021 Feb 14, 2022	BUY	$42.54 - $45.97 $337,299 - $364,496	7,929 Added 2.63%	309,733 $14.2 Million
Q3 2021 Nov 15, 2021	SELL	$43.17 - $46.44 $600,235 - $645,701	-13,904 Reduced 4.4%	301,804 $13 Million
Q2 2021 Aug 13, 2021	SELL	$41.62 - $44.6 $385,567 - $413,174	-9,264 Reduced 2.85%	315,708 $13.9 Million
Q1 2021 May 14, 2021	SELL	$39.63 - $41.58 $370,381 - $388,606	-9,346 Reduced 2.8%	324,972 $13.4 Million
Q4 2020 Feb 17, 2021	BUY	$35.11 - $39.58 $126,255 - $142,329	3,596 Added 1.09%	334,318 $13.1 Million
Q3 2020 Nov 13, 2020	BUY	$34.84 - $37.04 $532,599 - $566,230	15,287 Added 4.85%	330,722 $12.1 Million
Q2 2020 Aug 13, 2020	SELL	$29.36 - $35.76 $29,594 - $36,046	-1,008 Reduced 0.32%	315,435 $11.1 Million
Q1 2020 May 15, 2020	BUY	$26.65 - $37.66 $3.85 Million - $5.44 Million	144,366 Added 83.9%	316,443 $9.58 Million
Q4 2019 Feb 14, 2020	BUY	$32.51 - $36.69 $1.46 Million - $1.64 Million	44,821 Added 35.22%	172,077 $6.25 Million
Q3 2019 Nov 14, 2019	BUY	$33.19 - $33.7 $617,865 - $627,359	18,616 Added 17.14%	127,256 $4.28 Million
Q2 2019 Aug 13, 2019	SELL	N/A	-700 Reduced 0.64%	108,640 $3.56 Million
Q1 2019 May 14, 2019	SELL	N/A	-25,751 Reduced 19.06%	109,340 $3.52 Million
Q4 2018 Feb 14, 2019	BUY	N/A	135,091 New	135,091 $3.76 Million

Others Institutions Holding IHDG

# of Institutions

276

Shares Held

51.2M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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United Capital Financial Advisers, LLC Wisdomtree Tr Transaction History