Choice Wealth Advisors, LLC Wisdomtree Tr Transaction History

Choice Wealth Advisors, LLC

  • $163 Million
  • Q1 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 321,562 shares of IHDG stock, worth $14.8 Million. This represents 9.09% of its overall portfolio holdings.

Number of Shares
321,562
Previous 325,228 1.13%
Holding current value
$14.8 Million
Previous $13.7 Million 8.17%
% of portfolio
9.09%
Previous 8.5%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
310,577 New
310,577 $11.1 Million
Q2 2022

Aug 09, 2022
SELL
N/A
-309,241 Closed
0 $0
Q1 2022

Apr 12, 2022
BUY
N/A
27,741 Added 9.85%
309,241 $13.2 Million
Q4 2021

Feb 14, 2022
BUY
N/A
35,712 Added 14.53%
281,500 $12.9 Million
Q3 2021

Oct 13, 2021
BUY
N/A
3,648 Added 1.51%
245,788 $10.6 Million
Q2 2021

Jul 23, 2021
BUY
N/A
15,097 Added 6.65%
242,140 $10.7 Million
Q1 2021

Apr 16, 2021
BUY
N/A
11,640 Added 5.4%
227,043 $9.38 Million
Q4 2020

Feb 12, 2021
BUY
N/A
215,403 New
215,403 $8.47 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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