Core Wealth Advisors, Inc. Wisdomtree Tr Transaction History

Core Wealth Advisors, Inc.

$301 Million
Q4 2024

A detailed history of Core Wealth Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 15,906 shares of IHDG stock, worth $696,523. This represents 0.23% of its overall portfolio holdings.

Number of Shares

15,906

Previous 14,161 12.32%

Holding current value

$696,523

Previous $647,000 6.8%

% of portfolio

0.23%

Previous 0.21%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$43.38 - $46.0 $75,698 - $80,270	1,745 Added 12.32%	15,906 $691,000
Q3 2024 Nov 13, 2024	BUY	$42.42 - $46.78 $113,091 - $124,715	2,666 Added 23.19%	14,161 $647,000
Q2 2024 Aug 15, 2024	BUY	$43.96 - $46.57 $12,924 - $13,691	294 Added 2.62%	11,495 $524,000
Q1 2024 May 15, 2024	BUY	$41.39 - $45.98 $6,208 - $6,896	150 Added 1.36%	11,201 $514,000
Q4 2023 Feb 14, 2024	BUY	$37.18 - $42.02 $55,658 - $62,903	1,497 Added 15.67%	11,051 $464,000
Q3 2023 Nov 13, 2023	BUY	$38.54 - $40.44 $15,917 - $16,701	413 Added 4.52%	9,554 $370,000
Q2 2023 Aug 14, 2023	BUY	$39.29 - $40.67 $236,722 - $245,036	6,025 Added 193.36%	9,141 $367,000
Q1 2023 Apr 27, 2023	BUY	$36.38 - $39.42 $113,360 - $122,832	3,116 New	3,116 $122,000

Others Institutions Holding IHDG

# of Institutions

280

Shares Held

51.1M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Core Wealth Advisors, Inc. Wisdomtree Tr Transaction History