United Capital Financial Advisers, LLC Wisdomtree Tr Transaction History

United Capital Financial Advisers, LLC

  • $12 Billion
  • Q1 2024

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 147,061 shares of IHDG stock, worth $6.75 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
147,061
Previous 147,261 0.14%
Holding current value
$6.75 Million
Previous $6.18 Million 9.25%
% of portfolio
0.06%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-56,433 Reduced 18.36%
250,885 $9 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-6,569 Reduced 2.09%
307,318 $11.5 Million
Q1 2022

May 16, 2022
BUY
N/A
4,154 Added 1.34%
313,887 $13.5 Million
Q4 2021

Feb 14, 2022
BUY
N/A
7,929 Added 2.63%
309,733 $14.2 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-13,904 Reduced 4.4%
301,804 $13 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-9,264 Reduced 2.85%
315,708 $13.9 Million
Q1 2021

May 14, 2021
SELL
N/A
-9,346 Reduced 2.8%
324,972 $13.4 Million
Q4 2020

Feb 17, 2021
BUY
N/A
3,596 Added 1.09%
334,318 $13.1 Million
Q3 2020

Nov 13, 2020
BUY
N/A
15,287 Added 4.85%
330,722 $12.1 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-1,008 Reduced 0.32%
315,435 $11.1 Million
Q1 2020

May 15, 2020
BUY
N/A
144,366 Added 83.9%
316,443 $9.58 Million
Q4 2019

Feb 14, 2020
BUY
N/A
44,821 Added 35.22%
172,077 $6.25 Million
Q3 2019

Nov 14, 2019
BUY
N/A
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
236
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
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