Lpl Financial LLC Wisdomtree Tr Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Lpl Financial LLC holds 5,823,756 shares of IHDG stock, worth $272 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,823,756

Previous 5,067,153 14.93%

Holding current value

$272 Million

Previous $232 Million 9.32%

% of portfolio

0.11%

Previous 0.11%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$43.38 - $46.0 $32.8 Million - $34.8 Million	756,603 Added 14.93%	5,823,756 $253 Million
Q3 2024 Nov 08, 2024	SELL	$42.42 - $46.78 $11.1 Million - $12.3 Million	-262,257 Reduced 4.92%	5,067,153 $232 Million
Q2 2024 Aug 07, 2024	BUY	$43.96 - $46.57 $75.2 Million - $79.6 Million	1,709,809 Added 47.24%	5,329,410 $243 Million
Q1 2024 May 10, 2024	BUY	$41.39 - $45.98 $25.8 Million - $28.7 Million	623,249 Added 20.8%	3,619,601 $166 Million
Q4 2023 Feb 14, 2024	BUY	$37.18 - $42.02 $10.3 Million - $11.7 Million	277,955 Added 10.22%	2,996,352 $126 Million
Q3 2023 Nov 13, 2023	BUY	$38.54 - $40.44 $22.7 Million - $23.8 Million	588,654 Added 27.64%	2,718,397 $105 Million
Q2 2023 Jul 31, 2023	BUY	$39.29 - $40.67 $31.9 Million - $33 Million	811,491 Added 61.56%	2,129,743 $85.6 Million
Q1 2023 May 10, 2023	BUY	$36.38 - $39.42 $11.3 Million - $12.3 Million	311,517 Added 30.94%	1,318,252 $52 Million
Q4 2022 Feb 07, 2023	BUY	$35.63 - $40.75 $10.3 Million - $11.7 Million	288,223 Added 40.11%	1,006,735 $35.9 Million
Q3 2022 Nov 14, 2022	BUY	$35.81 - $40.82 $1.04 Million - $1.19 Million	29,069 Added 4.22%	718,512 $25.8 Million
Q2 2022 Aug 12, 2022	BUY	$37.42 - $43.67 $3.8 Million - $4.43 Million	101,549 Added 17.27%	689,443 $25.8 Million
Q1 2022 May 16, 2022	BUY	$39.56 - $46.1 $5.44 Million - $6.34 Million	137,450 Added 30.51%	587,894 $25.2 Million
Q4 2021 Feb 14, 2022	SELL	$42.54 - $45.97 $16,335 - $17,652	-384 Reduced 0.09%	450,444 $20.6 Million
Q3 2021 Nov 15, 2021	BUY	$43.17 - $46.44 $1.72 Million - $1.85 Million	39,744 Added 9.67%	450,828 $19.5 Million
Q2 2021 Aug 13, 2021	BUY	$41.62 - $44.6 $1.87 Million - $2.01 Million	45,015 Added 12.3%	411,084 $18.1 Million
Q1 2021 May 14, 2021	BUY	$39.63 - $41.58 $1.21 Million - $1.27 Million	30,602 Added 9.12%	366,069 $15.1 Million
Q4 2020 Feb 12, 2021	BUY	$35.11 - $39.58 $2.44 Million - $2.76 Million	69,621 Added 26.19%	335,467 $13.2 Million
Q3 2020 Nov 09, 2020	BUY	$34.84 - $37.04 $2.9 Million - $3.09 Million	83,367 Added 45.69%	265,846 $9.72 Million
Q2 2020 Aug 13, 2020	BUY	$29.36 - $35.76 $1.13 Million - $1.37 Million	38,339 Added 26.6%	182,479 $6.4 Million
Q1 2020 May 14, 2020	SELL	$26.65 - $37.66 $1.12 Million - $1.58 Million	-41,932 Reduced 22.54%	144,140 $4.36 Million
Q4 2019 Feb 14, 2020	BUY	$32.51 - $36.69 $367,655 - $414,927	11,309 Added 6.47%	186,072 $6.76 Million
Q3 2019 Nov 13, 2019	BUY	$33.19 - $33.7 $1.26 Million - $1.28 Million	37,979 Added 27.77%	174,763 $5.88 Million
Q2 2019 Aug 09, 2019	BUY	N/A	55,728 Added 68.75%	136,784 $4.48 Million
Q1 2019 May 08, 2019	SELL	N/A	-5,529 Reduced 6.39%	81,056 $2.61 Million
Q4 2018 Feb 07, 2019	SELL	N/A	-76,570 Reduced 46.93%	86,585 $2.41 Million
Q3 2018 Nov 14, 2018	SELL	N/A	-1,938 Reduced 1.17%	163,155 $5.24 Million
Q2 2018 Aug 14, 2018	BUY	N/A	352 Added 0.21%	165,093 $5.25 Million
Q1 2018 May 15, 2018	BUY	N/A	71,480 Added 76.65%	164,741 $5.09 Million
Q4 2017 Feb 14, 2018	BUY	N/A	21,287 Added 29.58%	93,261 $2.96 Million
Q3 2017 Nov 14, 2017	BUY	N/A	25,930 Added 56.32%	71,974 $2.21 Million
Q2 2017 Aug 14, 2017	BUY	N/A	46,044	46,044 $1.36 Million

Others Institutions Holding IHDG

# of Institutions

273

Shares Held

51.8M

Call Options Held

Put Options Held

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Lpl Financial LLC Wisdomtree Tr Transaction History