Choice Wealth Advisors, LLC Wisdomtree Tr Transaction History

Choice Wealth Advisors, LLC

  • $193 Million
  • Q4 2024

A detailed history of Choice Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 344,853 shares of IHDG stock, worth $16.2 Million. This represents 7.75% of its overall portfolio holdings.

Number of Shares
344,853
Previous 335,011 2.94%
Holding current value
$16.2 Million
Previous $15.3 Million 2.09%
% of portfolio
7.75%
Previous 7.75%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
$43.38 - $46.0 $426,945 - $452,732
9,842 Added 2.94%
344,853 $15 Million
Q3 2024

Oct 07, 2024
BUY
$42.42 - $46.78 $434,805 - $479,495
10,250 Added 3.16%
335,011 $15.3 Million
Q2 2024

Jul 15, 2024
BUY
$43.96 - $46.57 $140,628 - $148,977
3,199 Added 0.99%
324,761 $14.8 Million
Q1 2024

Apr 18, 2024
SELL
$41.39 - $45.98 $151,735 - $168,562
-3,666 Reduced 1.13%
321,562 $14.8 Million
Q4 2023

Jan 11, 2024
BUY
$37.18 - $42.02 $70,827 - $80,048
1,905 Added 0.59%
325,228 $13.7 Million
Q3 2023

Oct 10, 2023
SELL
$38.54 - $40.44 $77,542 - $81,365
-2,012 Reduced 0.62%
323,323 $12.5 Million
Q2 2023

Jul 14, 2023
SELL
$39.29 - $40.67 $102,664 - $106,270
-2,613 Reduced 0.8%
325,335 $13.1 Million
Q1 2023

Apr 06, 2023
BUY
$36.38 - $39.42 $142,427 - $154,329
3,915 Added 1.21%
327,948 $12.9 Million
Q4 2022

Jan 25, 2023
BUY
$35.63 - $40.75 $479,437 - $548,332
13,456 Added 4.33%
324,033 $0
Q3 2022

Nov 09, 2022
BUY
$35.81 - $40.82 $11.1 Million - $12.7 Million
310,577 New
310,577 $11.1 Million
Q2 2022

Aug 09, 2022
SELL
$37.42 - $43.67 $11.6 Million - $13.5 Million
-309,241 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
$39.56 - $46.1 $1.1 Million - $1.28 Million
27,741 Added 9.85%
309,241 $13.2 Million
Q4 2021

Feb 14, 2022
BUY
$42.54 - $45.97 $1.52 Million - $1.64 Million
35,712 Added 14.53%
281,500 $12.9 Million
Q3 2021

Oct 13, 2021
BUY
$43.17 - $46.44 $157,484 - $169,413
3,648 Added 1.51%
245,788 $10.6 Million
Q2 2021

Jul 23, 2021
BUY
$41.62 - $44.6 $628,337 - $673,326
15,097 Added 6.65%
242,140 $10.7 Million
Q1 2021

Apr 16, 2021
BUY
$39.63 - $41.58 $461,293 - $483,991
11,640 Added 5.4%
227,043 $9.38 Million
Q4 2020

Feb 12, 2021
BUY
$35.11 - $39.58 $7.56 Million - $8.53 Million
215,403 New
215,403 $8.47 Million

Others Institutions Holding IHDG

# of Institutions
276
Shares Held
50.7M
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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