Blackston Financial Advisory Group, LLC Wisdomtree Tr Transaction History

Blackston Financial Advisory Group, LLC

$174 Million
Q1 2024

A detailed history of Blackston Financial Advisory Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Blackston Financial Advisory Group, LLC holds 8,060 shares of IHDG stock, worth $370,034. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,060

Previous 8,531 5.52%

Holding current value

$370,034

Previous $358,000 3.35%

% of portfolio

0.21%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$41.39 - $45.98 $19,494 - $21,656	-471 Reduced 5.52%	8,060 $370,000
Q4 2023 Jan 17, 2024	SELL	$37.18 - $42.02 $35,990 - $40,675	-968 Reduced 10.19%	8,531 $358,000
Q3 2023 Jan 26, 2024	BUY	$38.54 - $40.44 $23,702 - $24,870	615 Added 7.21%	9,146 $354,000
Q2 2023 Jul 19, 2023	SELL	$39.29 - $40.67 $17,955 - $18,586	-457 Reduced 4.59%	9,499 $381,000
Q1 2023 Apr 21, 2023	SELL	$36.38 - $39.42 $29,576 - $32,048	-813 Reduced 7.55%	9,956 $392,000

Q4 2022 Feb 10, 2023	BUY	$35.63 - $40.75 $383,699 - $438,836	10,769 New	10,769 $384,000
Q2 2022 Aug 11, 2022	SELL	N/A	-1,256 Reduced 8.95%	12,771 $487,000
Q1 2022 Apr 29, 2022	BUY	N/A	128 Added 0.92%	14,027 $606,000
Q4 2021 Feb 14, 2022	BUY	N/A	13,899 New	13,899 $636,000

Others Institutions Holding IHDG

# of Institutions

236

Shares Held

39M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Blackston Financial Advisory Group, LLC Wisdomtree Tr Transaction History