Cardinal Point Capital Management, Ulc Wisdomtree Tr Transaction History

Cardinal Point Capital Management, Ulc

$1.09 Trillion
Q1 2025

A detailed history of Cardinal Point Capital Management, Ulc transactions in Wisdomtree Tr stock. As of the latest transaction made, Cardinal Point Capital Management, Ulc holds 392,484 shares of IHDG stock, worth $18 Million. This represents 1.57% of its overall portfolio holdings.

Number of Shares

392,484

Previous 388,586 1.0%

Holding current value

$18 Million

Previous $16.9 Billion 0.59%

% of portfolio

1.57%

Previous 2.69%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$43.4 - $47.51 $169,173 - $185,193	3,898 Added 1.0%	392,484 $17 Billion
Q4 2024 Jan 13, 2025	BUY	$43.38 - $46.0 $1.69 Million - $1.8 Million	39,037 Added 11.17%	388,586 $16.9 Billion
Q3 2024 Oct 07, 2024	BUY	$42.42 - $46.78 $551,035 - $607,672	12,990 Added 3.86%	349,549 $16 Billion
Q2 2024 Jul 12, 2024	BUY	$43.96 - $46.57 $261,562 - $277,091	5,950 Added 1.8%	336,559 $15.3 Billion
Q1 2024 Apr 24, 2024	BUY	$41.39 - $45.98 $709,838 - $788,557	17,150 Added 5.47%	330,609 $15.2 Billion
Q4 2023 Jan 12, 2024	BUY	$37.18 - $42.02 $417,419 - $471,758	11,227 Added 3.71%	313,459 $13.2 Billion
Q3 2023 Oct 19, 2023	BUY	$38.54 - $40.44 $325,855 - $341,920	8,455 Added 2.88%	302,232 $11.7 Billion
Q2 2023 Aug 09, 2023	SELL	$39.29 - $40.67 $903,748 - $935,491	-23,002 Reduced 7.26%	293,777 $11.8 Billion
Q1 2023 Jun 21, 2023	BUY	$36.38 - $39.42 $1.09 Million - $1.18 Million	30,047 Added 10.48%	316,779 $12.5 Billion
Q4 2022 Jun 21, 2023	BUY	$35.63 - $40.75 $10.2 Million - $11.7 Million	286,732 New	286,732 $10.2 Billion

Others Institutions Holding IHDG

# of Institutions

274

Shares Held

50.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Cardinal Point Capital Management, Ulc Wisdomtree Tr Transaction History