Zimmermann Investment Management & Planning LLC Wisdomtree Tr Transaction History

Zimmermann Investment Management & Planning LLC

$2.27 Billion
Q4 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$42.42 - $46.78 $386,912 - $426,680	9,121 Added 11.58%	87,871 $4.02 Million
Q2 2024 Jul 26, 2024	BUY	$43.96 - $46.57 $382,056 - $404,739	8,691 Added 12.41%	78,750 $3.59 Million
Q1 2024 Apr 22, 2024	BUY	$41.39 - $45.98 $517,706 - $575,117	12,508 Added 21.73%	70,059 $3.22 Million
Q4 2023 Jan 22, 2024	BUY	$37.18 - $42.02 $499,922 - $565,000	13,446 Added 30.49%	57,551 $2.42 Million
Q3 2023 Oct 31, 2023	BUY	$38.54 - $40.44 $1.7 Million - $1.78 Million	44,105 New	44,105 $1.71 Million

Others Institutions Holding IHDG

# of Institutions

252

Shares Held

48.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$307 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$232 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$153 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$115 Million
0.03% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$77 Million
2.63% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
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