Financial Advocates Investment Management Wisdomtree Tr Transaction History

Financial Advocates Investment Management

$1.71 Billion
Q4 2024

A detailed history of Financial Advocates Investment Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Financial Advocates Investment Management holds 107,022 shares of IHDG stock, worth $4.93 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

107,022

Previous 99,518 7.54%

Holding current value

$4.93 Million

Previous $4.55 Million 2.31%

% of portfolio

0.27%

Previous 0.26%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$43.38 - $46.0 $325,523 - $345,184	7,504 Added 7.54%	107,022 $4.65 Million
Q3 2024 Oct 25, 2024	SELL	$42.42 - $46.78 $56,461 - $62,264	-1,331 Reduced 1.32%	99,518 $4.55 Million
Q2 2024 Jul 26, 2024	BUY	$43.96 - $46.57 $312,203 - $330,740	7,102 Added 7.58%	100,849 $4.6 Million
Q1 2024 May 01, 2024	BUY	$41.39 - $45.98 $3.88 Million - $4.31 Million	93,747 New	93,747 $4.31 Million
Q3 2023 Oct 27, 2023	SELL	$38.54 - $40.44 $9,827 - $10,312	-255 Reduced 1.93%	12,989 $503,000
Q2 2023 Aug 07, 2023	SELL	$39.29 - $40.67 $671,230 - $694,806	-17,084 Reduced 56.33%	13,244 $532,000
Q1 2023 May 11, 2023	BUY	$36.38 - $39.42 $70,941 - $76,869	1,950 Added 6.87%	30,328 $1.2 Million
Q4 2022 Feb 14, 2023	SELL	$35.63 - $40.75 $70,725 - $80,888	-1,985 Reduced 6.54%	28,378 $1.01 Million
Q3 2022 Nov 14, 2022	BUY	$35.81 - $40.82 $1.09 Million - $1.24 Million	30,363 New	30,363 $1.09 Million
Q3 2018 Nov 14, 2018	BUY	N/A	751 New	751 $0

Others Institutions Holding IHDG

# of Institutions

257

Shares Held

48.7M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Financial Advocates Investment Management with notifications on news.

Account

Financial Advocates Investment Management Wisdomtree Tr Transaction History