Aspire Wealth Management Corp Wisdomtree Tr Transaction History

Aspire Wealth Management Corp

$158 Million
Q1 2024

A detailed history of Aspire Wealth Management Corp transactions in Wisdomtree Tr stock. As of the latest transaction made, Aspire Wealth Management Corp holds 133,525 shares of IHDG stock, worth $6.13 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

133,525

Previous 130,845 2.05%

Holding current value

$6.13 Million

Previous $5.49 Million 11.65%

% of portfolio

3.89%

Previous 3.93%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$41.39 - $45.98 $110,925 - $123,226	2,680 Added 2.05%	133,525 $6.13 Million
Q4 2023 Jan 22, 2024	SELL	$37.18 - $42.02 $102,914 - $116,311	-2,768 Reduced 2.07%	130,845 $5.49 Million
Q3 2023 Oct 30, 2023	BUY	$38.54 - $40.44 $3,969 - $4,165	103 Added 0.08%	133,613 $5.18 Million
Q2 2023 Jul 27, 2023	SELL	$39.29 - $40.67 $128,163 - $132,665	-3,262 Reduced 2.38%	133,510 $5.36 Million
Q1 2023 May 04, 2023	SELL	$36.38 - $39.42 $209,548 - $227,059	-5,760 Reduced 4.04%	136,772 $5.39 Million

Q4 2022 Feb 06, 2023	BUY	$35.63 - $40.75 $158,696 - $181,500	4,454 Added 3.23%	142,532 $5.08 Million
Q3 2022 Nov 09, 2022	SELL	N/A	-91 Reduced 0.07%	138,078 $4.96 Million
Q2 2022 Aug 11, 2022	BUY	N/A	3,935 Added 2.93%	138,169 $5.17 Million
Q1 2022 May 03, 2022	BUY	N/A	2,581 Added 1.96%	134,234 $5.76 Million
Q4 2021 Mar 14, 2022	BUY	N/A	131,653 New	131,653 $6.02 Million

Others Institutions Holding IHDG

# of Institutions

236

Shares Held

39M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Aspire Wealth Management Corp Wisdomtree Tr Transaction History