Valmark Advisers, Inc. Wisdomtree Tr Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$42.42 - $46.78 $269,197 - $296,865	6,346 New	6,346 $290,000

Others Institutions Holding IHDG

# of Institutions

284

Shares Held

52.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.65M
Shares

$301 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$271 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.57M
Shares

$162 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.75M
Shares

$79.1 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.71M
Shares

$77.5 Million
0.03% of portfolio

About WISDOMTREE TR

Ticker IHDG
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