Capital Advisors, Ltd. LLC Wisdomtree Tr Transaction History

Capital Advisors, Ltd. LLC

$759 Million
Q1 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 17,132 shares of IHDG stock, worth $708,922. This represents 0.1% of its overall portfolio holdings.

Number of Shares

17,132

Previous 21,047 18.6%

Holding current value

$708,922

Previous $915,000 18.69%

% of portfolio

0.1%

Previous 0.12%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

279

Shares Held

51.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
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Industry ETFs

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Capital Advisors, Ltd. LLC Wisdomtree Tr Transaction History