Cascade Financial Partners, LLC Wisdomtree Tr Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 9,050 shares of IHDG stock, worth $409,241. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,050
Previous 11,345 20.23%
Holding current value
$409,241
Previous $493 Million 20.36%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$43.4 - $47.51 $99,603 - $109,035
-2,295 Reduced 20.23%
9,050 $393 Million
Q1 2024

May 14, 2024
BUY
$41.39 - $45.98 $469,569 - $521,643
11,345 New
11,345 $507 Million

Others Institutions Holding IHDG

# of Institutions
276
Shares Held
51.2M
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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