Ifp Advisors, Inc Wisdomtree Tr Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 511 shares of DWM stock, worth $34,298. This represents 0.0% of its overall portfolio holdings.

Number of Shares

511

Previous 508 0.59%

Holding current value

$34,298

Previous $32,000 3.13%

% of portfolio

0.0%

Previous 0.0%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	BUY	$62.79 - $66.96 $188 - $200	3 Added 0.59%	511 $33,000
Q2 2025 Jul 24, 2025	BUY	$52.06 - $63.91 $26,446 - $32,466	508 New	508 $32,000
Q4 2023 Jan 09, 2024	SELL	$46.5 - $52.58 $5,859 - $6,625	-126 Reduced 45.99%	148 $7,000
Q2 2023 Aug 04, 2023	SELL	$48.54 - $51.63 $98,778 - $105,067	-2,035 Reduced 88.13%	274 $13,000
Q1 2023 Apr 18, 2023	SELL	$47.34 - $51.12 $160,956 - $173,808	-3,400 Reduced 59.56%	2,309 $114,000

Q4 2022 Feb 07, 2023	SELL	$39.94 - $48.25 $1.02 Million - $1.23 Million	-25,449 Reduced 81.68%	5,709 $314,000
Q3 2022 Nov 08, 2022	BUY	$39.86 - $47.65 $113,282 - $135,421	2,842 Added 10.04%	31,158 $1.71 Million
Q2 2022 Sep 06, 2022	BUY	$45.44 - $53.31 $1.29 Million - $1.51 Million	28,316 New	28,316 $1.56 Million
Q2 2022 Aug 12, 2022	SELL	$45.44 - $53.31 $1.29 Million - $1.51 Million	-28,316 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$48.63 - $55.69 $69,249 - $79,302	1,424 Added 5.3%	28,316 $0
Q1 2022 Aug 08, 2022	BUY	$48.63 - $55.69 $53,638 - $61,426	1,103 Added 4.28%	26,892 $0
Q4 2021 Jan 12, 2022	BUY	$51.6 - $54.8 $11,661 - $12,384	226 Added 0.88%	25,789 $1.4 Million
Q3 2021 Oct 06, 2021	SELL	$52.87 - $56.39 $11,367 - $12,123	-215 Reduced 0.83%	25,563 $1.35 Million
Q2 2021 Jul 13, 2021	SELL	$53.08 - $56.66 $6,581 - $7,025	-124 Reduced 0.48%	25,778 $1.41 Million
Q1 2021 Apr 30, 2021	SELL	$50.35 - $53.3 $1,762 - $1,865	-35 Reduced 0.13%	25,902 $1.36 Million
Q4 2020 Jan 25, 2021	BUY	$43.68 - $50.9 $99,240 - $115,644	2,272 Added 9.6%	25,937 $1.31 Million
Q3 2020 Oct 29, 2020	SELL	$44.37 - $47.42 $34,253 - $36,608	-772 Reduced 3.16%	23,665 $1.08 Million
Q2 2020 Aug 05, 2020	BUY	$37.7 - $47.21 $65,748 - $82,334	1,744 Added 7.69%	24,437 $1.08 Million
Q1 2020 May 12, 2020	BUY	$34.55 - $53.86 $76,424 - $119,138	2,212 Added 10.8%	22,693 $916,000
Q4 2019 Jan 17, 2020	BUY	$48.34 - $53.77 $32,001 - $35,595	662 Added 3.34%	20,481 $1.1 Million
Q3 2019 Nov 07, 2019	BUY	$49.49 - $50.65 $969,954 - $992,689	19,599 Added 8908.64%	19,819 $984,000
Q1 2019 May 15, 2019	SELL	N/A	-11,316 Reduced 98.09%	220 $11,000
Q4 2018 Jan 23, 2019	BUY	N/A	6,552 Added 131.46%	11,536 $0
Q3 2018 Oct 25, 2018	BUY	N/A	2,466 Added 97.93%	4,984 $0
Q2 2018 Aug 07, 2018	BUY	N/A	468 Added 22.83%	2,518 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-227 Reduced 9.97%	2,050 $114,000
Q1 2018 May 09, 2018	BUY	N/A	227 Added 11.07%	2,277 $0
Q4 2017 Jan 24, 2018	BUY	N/A	880 Added 75.21%	2,050 $0
Q3 2017 Oct 30, 2017	BUY	N/A	1 Added 0.09%	1,170 $64,000
Q2 2017 Jun 03, 2019	BUY	N/A	5 Added 0.43%	1,169 $61,000
Q1 2017 Jun 03, 2019	BUY	N/A	1 Added 0.09%	1,164 $58,000
Q4 2016 Jun 03, 2019	BUY	N/A	863 Added 287.67%	1,163 $54,000
Q2 2016 Jun 03, 2019	BUY	N/A	80 Added 36.36%	300 $13,000
Q1 2016 Jun 03, 2019	BUY	N/A	220	220 $11,000

Others Institutions Holding DWM

# of Institutions

141

Shares Held

5.53M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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