Congress Wealth Management LLC Wisdomtree Tr Transaction History

Congress Wealth Management LLC

$5.64 Billion
Q1 2024

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 64,654 shares of IHDG stock, worth $2.97 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

64,654

Previous 64,641 0.02%

Holding current value

$2.97 Million

Previous $2.71 Million 9.43%

% of portfolio

0.05%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 18, 2024	BUY	$41.39 - $45.98 $538 - $597	13 Added 0.02%	64,654 $2.97 Million
Q4 2023 Feb 09, 2024	BUY	$37.18 - $42.02 $281,824 - $318,511	7,580 Added 13.28%	64,641 $2.71 Million
Q3 2023 Oct 30, 2023	BUY	$38.54 - $40.44 $389,022 - $408,201	10,094 Added 21.49%	57,061 $2.21 Million
Q2 2023 Jul 13, 2023	SELL	$39.29 - $40.67 $29,271 - $30,299	-745 Reduced 1.56%	46,967 $1.89 Million
Q1 2023 Apr 14, 2023	BUY	$36.38 - $39.42 $19,099 - $20,695	525 Added 1.11%	47,712 $1.88 Million

Q4 2022 Feb 02, 2023	BUY	$35.63 - $40.75 $2,921 - $3,341	82 Added 0.17%	47,187 $1.68 Million
Q3 2022 Nov 08, 2022	SELL	N/A	-1,202 Reduced 2.49%	47,105 $1.69 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-2,147 Reduced 4.26%	48,307 $1.81 Million
Q1 2022 May 16, 2022	BUY	N/A	8 Added 0.02%	50,454 $2.17 Million
Q4 2021 Feb 04, 2022	BUY	N/A	50,446 New	50,446 $2.31 Million

Others Institutions Holding IHDG

# of Institutions

236

Shares Held

39M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Congress Wealth Management LLC , based on Form 13F filings with the SEC.

News

Stay updated on Congress Wealth Management LLC with notifications on news.

Account

Congress Wealth Management LLC Wisdomtree Tr Transaction History