Steward Partners Investment Advisory, LLC Wisdomtree Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 164,190 shares of IHDG stock, worth $7.79 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
164,190
Previous 157,184 4.46%
Holding current value
$7.79 Million
Previous $7.08 Million 6.84%
% of portfolio
0.05%
Previous 0.06%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$43.81 - $46.31 $306,932 - $324,447
7,006 Added 4.46%
164,190 $7.57 Million
Q2 2025

Aug 12, 2025
SELL
$38.54 - $46.0 $91,879 - $109,664
-2,384 Reduced 1.49%
157,184 $7.08 Million
Q1 2025

May 13, 2025
SELL
$43.4 - $47.51 $6.92 Million - $7.57 Million
-159,394 Reduced 49.97%
159,568 $6.93 Million
Q4 2024

Feb 06, 2025
BUY
$43.38 - $46.0 $277,805 - $294,584
6,404 Added 2.05%
318,962 $13.9 Million
Q3 2024

Nov 14, 2024
BUY
$42.42 - $46.78 $640,245 - $706,050
15,093 Added 5.07%
312,558 $14.3 Million
Q2 2024

Aug 08, 2024
BUY
$43.96 - $46.57 $4.61 Million - $4.88 Million
104,852 Added 54.44%
297,465 $13.6 Million
Q1 2024

May 15, 2024
SELL
$41.39 - $45.98 $578,756 - $642,938
-13,983 Reduced 6.77%
192,613 $8.85 Million
Q4 2023

Feb 12, 2024
SELL
$37.18 - $42.02 $1.34 Million - $1.52 Million
-36,060 Reduced 14.86%
206,596 $8.67 Million
Q3 2023

Nov 13, 2023
BUY
$38.54 - $40.44 $271,475 - $284,859
7,044 Added 2.99%
242,656 $9.4 Million
Q2 2023

Aug 14, 2023
SELL
$39.29 - $40.67 $270,511 - $280,012
-6,885 Reduced 2.84%
235,612 $9.46 Million
Q1 2023

May 15, 2023
BUY
$36.38 - $39.42 $1.97 Million - $2.13 Million
54,088 Added 28.71%
242,497 $9.56 Million
Q4 2022

Feb 15, 2023
SELL
$35.63 - $40.75 $1.74 Million - $1.99 Million
-48,764 Reduced 20.56%
188,409 $6.71 Million
Q3 2022

Nov 10, 2022
SELL
$35.81 - $40.82 $795,089 - $906,326
-22,203 Reduced 8.56%
237,173 $8.51 Million
Q2 2022

Aug 04, 2022
BUY
$37.42 - $43.67 $1.03 Million - $1.2 Million
27,590 Added 11.9%
259,376 $9.71 Million
Q1 2022

May 02, 2022
BUY
$39.56 - $46.1 $1.01 Million - $1.18 Million
25,517 Added 12.37%
231,786 $9.95 Million
Q4 2021

Feb 08, 2022
BUY
$42.54 - $45.97 $555,742 - $600,552
13,064 Added 6.76%
206,269 $9.44 Million
Q3 2021

Nov 12, 2021
SELL
$43.17 - $46.44 $10,965 - $11,795
-254 Reduced 0.13%
193,205 $8.34 Million
Q2 2021

Aug 13, 2021
SELL
$41.62 - $44.6 $387,898 - $415,672
-9,320 Reduced 4.6%
193,459 $8.54 Million
Q1 2021

May 14, 2021
BUY
$39.63 - $41.58 $789,905 - $828,772
19,932 Added 10.9%
202,779 $0
Q4 2020

Feb 11, 2021
SELL
$35.11 - $39.58 $986,801 - $1.11 Million
-28,106 Reduced 13.32%
182,847 $7.19 Million
Q3 2020

Oct 30, 2020
SELL
$34.84 - $37.04 $155,699 - $165,531
-4,469 Reduced 2.07%
210,953 $7.72 Million
Q2 2020

Aug 06, 2020
BUY
$29.36 - $35.76 $1.25 Million - $1.52 Million
42,422 Added 24.52%
215,422 $7.56 Million
Q1 2020

Apr 29, 2020
BUY
$26.65 - $37.66 $810,506 - $1.15 Million
30,413 Added 21.33%
173,000 $5.24 Million
Q4 2019

Jan 17, 2020
SELL
$32.51 - $36.69 $234,559 - $264,718
-7,215 Reduced 4.82%
142,587 $5.18 Million
Q3 2019

Oct 30, 2019
BUY
$33.19 - $33.7 $4.38 Million - $4.45 Million
132,095 Added 746.0%
149,802 $5.04 Million
Q2 2019

Jul 25, 2019
BUY
N/A
50 Added 0.28%
17,707 $579,000
Q1 2019

Apr 30, 2019
SELL
N/A
-900 Reduced 4.85%
17,657 $568,000
Q4 2018

Jan 15, 2019
SELL
N/A
-12,308 Reduced 39.88%
18,557 $516,000
Q3 2018

Oct 23, 2018
SELL
N/A
-297 Reduced 0.95%
30,865 $990,000
Q2 2018

Jul 20, 2018
SELL
N/A
-13,791 Reduced 30.68%
31,162 $991,000
Q1 2018

Apr 20, 2018
BUY
N/A
24,615 Added 121.03%
44,953 $1.39 Million
Q4 2017

Jan 19, 2018
BUY
N/A
11,686 Added 135.07%
20,338 $644,000
Q3 2017

Nov 22, 2017
BUY
N/A
8,652
8,652 $265,000

Others Institutions Holding IHDG

# of Institutions
261
Shares Held
36.6M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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