Cardinal Point Wealth Management Partners, LLC Wisdomtree Tr Transaction History

Cardinal Point Wealth Management Partners, LLC

  • $328 Million
  • Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 316,779 shares of IHDG stock, worth $14.5 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares
316,779
Previous 286,732 10.48%
Holding current value
$14.5 Million
Previous $10.2 Million 22.23%
% of portfolio
3.81%
Previous 3.54%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 10, 2023
BUY
$36.38 - $39.42 $1.09 Million - $1.18 Million
30,047 Added 10.48%
316,779 $12.5 Million
Q4 2022

Feb 07, 2023
BUY
$35.63 - $40.75 $1.2 Million - $1.37 Million
33,660 Added 13.3%
286,732 $10.2 Million
Q3 2022

Nov 02, 2022
BUY
N/A
1,115 Added 0.44%
253,072 $9.26 Million
Q2 2022

Jul 19, 2022
SELL
N/A
-6,969 Reduced 2.69%
251,957 $9.43 Million
Q1 2022

May 02, 2022
BUY
N/A
14,802 Added 6.06%
258,926 $11.1 Million
Q4 2021

Feb 10, 2022
BUY
N/A
244,124 New
244,124 $11.2 Million

Others Institutions Holding IHDG

# of Institutions
236
Shares Held
39M
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
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