Bogart Wealth, LLC Wisdomtree Tr Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

A detailed history of Bogart Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Bogart Wealth, LLC holds 6,345 shares of IHDG stock, worth $278,672. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,345

Previous 6,331 0.22%

Holding current value

$278,672

Previous $288,000 0.35%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 22, 2024	BUY	$42.42 - $46.78 $593 - $654	14 Added 0.22%	6,345 $289,000
Q2 2024 Jul 31, 2024	BUY	$43.96 - $46.57 $50,949 - $53,974	1,159 Added 22.41%	6,331 $288,000
Q1 2024 Apr 25, 2024	BUY	$41.39 - $45.98 $49,999 - $55,543	1,208 Added 30.47%	5,172 $237,000
Q4 2023 Feb 06, 2024	BUY	$37.18 - $42.02 $408 - $462	11 Added 0.28%	3,964 $166,000
Q3 2023 Oct 30, 2023	BUY	$38.54 - $40.44 $147,068 - $154,319	3,816 Added 2785.4%	3,953 $153,000
Q2 2023 Jul 28, 2023	BUY	$39.29 - $40.67 $39 - $40	1 Added 0.74%	137 $5,000
Q1 2023 Apr 21, 2023	BUY	$36.38 - $39.42 $909 - $985	25 Added 22.52%	136 $5,000
Q4 2022 Feb 06, 2023	BUY	$35.63 - $40.75 $356 - $407	10 Added 9.9%	111 $3,000
Q2 2022 Jul 22, 2022	BUY	$37.42 - $43.67 $187 - $218	5 Added 5.21%	101 $4,000
Q4 2021 Jan 19, 2022	BUY	$42.54 - $45.97 $1,020 - $1,103	24 Added 33.33%	96 $4,000
Q3 2021 Oct 15, 2021	BUY	$43.17 - $46.44 $949 - $1,021	22 Added 44.0%	72 $3,000
Q2 2021 Aug 06, 2021	BUY	$41.62 - $44.6 $1,248 - $1,338	30 Added 150.0%	50 $2,000
Q4 2020 Jan 14, 2021	BUY	$35.11 - $39.58 $702 - $791	20 New	20 $0

Others Institutions Holding IHDG

# of Institutions

254

Shares Held

47.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Bogart Wealth, LLC Wisdomtree Tr Transaction History