Choice Wealth Advisors, LLC Wisdomtree Tr Transaction History

Choice Wealth Advisors, LLC

$189 Million
Q1 2025

A detailed history of Choice Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Choice Wealth Advisors, LLC holds 344,811 shares of IHDG stock, worth $15.6 Million. This represents 7.99% of its overall portfolio holdings.

Number of Shares

344,811

Previous 344,853 0.01%

Holding current value

$15.6 Million

Previous $15 Million 0.73%

% of portfolio

7.99%

Previous 7.75%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	SELL	$43.4 - $47.51 $1,822 - $1,995	-42 Reduced 0.01%	344,811 $15.1 Million
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

284

Shares Held

52.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Choice Wealth Advisors, LLC Wisdomtree Tr Transaction History