Capital Advisors, Ltd. LLC Wisdomtree Tr Transaction History

Capital Advisors, Ltd. LLC

  • $885 Million
  • Q3 2025

A detailed history of Capital Advisors, Ltd. LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Capital Advisors, Ltd. LLC holds 15,748 shares of IHDG stock, worth $747,085. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,748
Previous 15,744 0.03%
Holding current value
$747,085
Previous $709,000 2.4%
% of portfolio
0.08%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
BUY
$43.81 - $46.31 $175 - $185
4 Added 0.03%
15,748 $726,000
Q2 2025

Jul 24, 2025
SELL
$38.54 - $46.0 $53,493 - $63,848
-1,388 Reduced 8.1%
15,744 $709,000
Q1 2025

Apr 15, 2025
SELL
$43.4 - $47.51 $169,911 - $186,001
-3,915 Reduced 18.6%
17,132 $744,000
Q4 2024

Feb 04, 2025
SELL
$43.38 - $46.0 $147,361 - $156,262
-3,397 Reduced 13.9%
21,047 $915,000
Q3 2024

Oct 24, 2024
SELL
$42.42 - $46.78 $70,162 - $77,374
-1,654 Reduced 6.34%
24,444 $1.12 Million
Q3 2022

Nov 09, 2022
BUY
$35.81 - $40.82 $59,229 - $67,516
1,654 Added 6.77%
26,098 $937,000
Q2 2021

Aug 10, 2021
SELL
$41.62 - $44.6 $47,738 - $51,156
-1,147 Reduced 4.48%
24,444 $1.08 Million
Q1 2020

May 08, 2020
SELL
$26.65 - $37.66 $19,561 - $27,642
-734 Reduced 2.79%
25,591 $775,000
Q4 2019

Feb 03, 2020
BUY
$32.51 - $36.69 $45,676 - $51,549
1,405 Added 5.64%
26,325 $956,000
Q2 2019

Jul 31, 2019
SELL
N/A
-3,756 Reduced 13.1%
24,920 $815,000
Q4 2018

Jan 29, 2019
BUY
N/A
1,806 Added 6.72%
28,676 $798,000
Q1 2018

Apr 23, 2018
SELL
N/A
-772 Reduced 2.79%
26,870 $829,000
Q3 2017

Oct 25, 2017
BUY
N/A
27,642
27,642 $848,000

Others Institutions Holding IHDG

# of Institutions
261
Shares Held
36.7M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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