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 $13.9 Million. This represents 3.81% of its overall portfolio holdings.

Number of Shares

316,779

Previous 286,732 10.48%

Holding current value

$13.9 Million

Previous $10.2 Million 22.23%

% of portfolio

3.81%

Previous 3.54%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$35.81 - $40.82 $39,928 - $45,514	1,115 Added 0.44%	253,072 $9.26 Million
Q2 2022 Jul 19, 2022	SELL	$37.42 - $43.67 $260,779 - $304,336	-6,969 Reduced 2.69%	251,957 $9.43 Million
Q1 2022 May 02, 2022	BUY	$39.56 - $46.1 $585,567 - $682,372	14,802 Added 6.06%	258,926 $11.1 Million
Q4 2021 Feb 10, 2022	BUY	$42.54 - $45.97 $10.4 Million - $11.2 Million	244,124 New	244,124 $11.2 Million

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51.2M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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Cardinal Point Wealth Management Partners, LLC Wisdomtree Tr Transaction History