Financial Architects, Inc Wisdomtree Tr Transaction History

Financial Architects, Inc

$657 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2017 Feb 12, 2018	SELL	N/A	-400 Closed	0 $0
Q3 2017 Oct 23, 2017	BUY	N/A	400	400 $12,000

Others Institutions Holding IHDG

# of Institutions

278

Shares Held

50.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

6.78M
Shares

$311 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.82M
Shares

$267 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$154 Million
0.01% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$77.3 Million
2.63% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.51M
Shares

$69.2 Million
0.02% of portfolio

About WISDOMTREE TR

Ticker IHDG
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