United Advisor Group, LLC Wisdomtree Tr Transaction History

United Advisor Group, LLC

$689 Million
Q3 2025

A detailed history of United Advisor Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 28,303 shares of IHDG stock, worth $1.34 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

28,303

Previous 59,787 52.66%

Holding current value

$1.34 Million

Previous $2.69 Million 51.58%

% of portfolio

0.19%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$43.81 - $46.31 $1.38 Million - $1.46 Million	-31,484 Reduced 52.66%	28,303 $1.3 Million
Q2 2025 Aug 11, 2025	BUY	$38.54 - $46.0 $39,619 - $47,288	1,028 Added 1.75%	59,787 $2.69 Million
Q1 2025 Apr 21, 2025	BUY	$43.4 - $47.51 $166,699 - $182,485	3,841 Added 6.99%	58,759 $2.55 Million
Q4 2024 Feb 24, 2025	SELL	$43.38 - $46.0 $173,086 - $183,540	-3,990 Reduced 6.77%	54,918 $2.39 Million
Q3 2024 Oct 30, 2024	BUY	$42.42 - $46.78 $449,312 - $495,493	10,592 Added 21.92%	58,908 $2.69 Million

Q2 2024 Aug 08, 2024	BUY	$43.96 - $46.57 $286,663 - $303,682	6,521 Added 15.6%	48,316 $2.2 Million
Q1 2024 May 14, 2024	BUY	$41.39 - $45.98 $1.73 Million - $1.92 Million	41,795 New	41,795 $1.92 Million

Others Institutions Holding IHDG

# of Institutions

261

Shares Held

36.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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United Advisor Group, LLC Wisdomtree Tr Transaction History