Vest Gen Advisors, LLC Wisdomtree Tr Transaction History

Vest Gen Advisors, LLC

$2.2 Trillion
Q1 2025

A detailed history of Vest Gen Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 155,879 shares of IHDG stock, worth $6.75 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

155,879

Holding current value

$6.75 Million

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$43.4 - $47.51 $6.77 Million - $7.41 Million	155,879 New	155,879 $6.77 Billion

Others Institutions Holding IHDG

# of Institutions

280

Shares Held

52.1M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.65M
Shares

$288 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$259 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.57M
Shares

$155 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

1.75M
Shares

$75.7 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.71M
Shares

$74.2 Million
0.03% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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Vest Gen Advisors, LLC Wisdomtree Tr Transaction History