Silver Oak Securities, Inc Wisdomtree Tr Transaction History

Silver Oak Securities, Inc

$1.22 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$43.4 - $47.51 $2.73 Million - $2.99 Million	62,833 New	62,833 $2.73 Million
Q4 2024 Jan 27, 2025	BUY	$43.38 - $46.0 $636,861 - $675,326	14,681 New	14,681 $638,000

Others Institutions Holding IHDG

# of Institutions

261

Shares Held

36.5M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

4.53M
Shares

$215 Million
0.07% of portfolio
Morgan Stanley New York, NY

3.47M
Shares

$165 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

2.68M
Shares

$127 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.57M
Shares

$74.6 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

1.33M
Shares

$62.9 Million
0.08% of portfolio

About WISDOMTREE TR

Ticker IHDG
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