Caliber Wealth Management, LLC Wisdomtree Tr Transaction History

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 126,658 shares of IHDG stock, worth $5.75 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
126,658
Previous 119,806 5.72%
Holding current value
$5.75 Million
Previous $5.03 Million 15.67%
% of portfolio
3.09%
Previous 2.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$41.39 - $45.98 $283,604 - $315,054
6,852 Added 5.72%
126,658 $5.82 Million
Q4 2023

Apr 22, 2024
BUY
$37.18 - $42.02 $29,855 - $33,742
803 Added 0.67%
119,806 $5.03 Million
Q3 2023

Oct 16, 2023
BUY
$38.54 - $40.44 $95,771 - $100,493
2,485 Added 2.13%
119,003 $4.61 Million
Q2 2023

Jul 27, 2023
BUY
$39.29 - $40.67 $252,831 - $261,711
6,435 Added 5.85%
116,518 $4.68 Million
Q1 2023

Apr 10, 2023
BUY
$36.38 - $39.42 $4 Million - $4.34 Million
110,083 New
110,083 $4.34 Million

Others Institutions Holding IHDG

# of Institutions
242
Shares Held
46.3M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Caliber Wealth Management, LLC Portfolio

Follow Caliber Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caliber Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Caliber Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email