Adamsbrown Wealth Consultants LLC Wisdomtree Tr Transaction History

Adamsbrown Wealth Consultants LLC

$288 Million
Q3 2024

A detailed history of Adamsbrown Wealth Consultants LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Adamsbrown Wealth Consultants LLC holds 353,162 shares of IHDG stock, worth $15.4 Million. This represents 5.61% of its overall portfolio holdings.

Number of Shares

353,162

Previous 360,253 1.97%

Holding current value

$15.4 Million

Previous $16.4 Million 1.73%

% of portfolio

5.61%

Previous 6.41%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 11, 2024	SELL	$42.42 - $46.78 $300,800 - $331,716	-7,091 Reduced 1.97%	353,162 $16.1 Million
Q2 2024 Jul 12, 2024	BUY	$43.96 - $46.57 $1.27 Million - $1.35 Million	28,922 Added 8.73%	360,253 $16.4 Million
Q1 2024 Apr 30, 2024	BUY	$41.39 - $45.98 $10.5 Million - $11.7 Million	254,080 Added 328.9%	331,331 $15.2 Million
Q4 2023 Jan 29, 2024	BUY	$37.18 - $42.02 $987,463 - $1.12 Million	26,559 Added 52.39%	77,251 $3.24 Million
Q3 2023 Oct 24, 2023	BUY	$38.54 - $40.44 $234,670 - $246,239	6,089 Added 13.65%	50,692 $1.96 Million
Q2 2023 Jul 12, 2023	BUY	$39.29 - $40.67 $622,550 - $644,416	15,845 Added 55.1%	44,603 $1.79 Million
Q1 2023 May 10, 2023	BUY	$36.38 - $39.42 $1.05 Million - $1.13 Million	28,758 New	28,758 $1.13 Million

Others Institutions Holding IHDG

# of Institutions

253

Shares Held

47.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Adamsbrown Wealth Consultants LLC Wisdomtree Tr Transaction History