Denver Wealth Management, Inc. Wisdomtree Tr Transaction History

Denver Wealth Management, Inc.

$200 Million
Q3 2024

A detailed history of Denver Wealth Management, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Denver Wealth Management, Inc. holds 21,624 shares of IHDG stock, worth $976,107. This represents 0.49% of its overall portfolio holdings.

Number of Shares

21,624

Previous 22,012 1.76%

Holding current value

$976,107

Previous $1 Million 1.5%

% of portfolio

0.49%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	SELL	$42.42 - $46.78 $16,458 - $18,150	-388 Reduced 1.76%	21,624 $988,000
Q2 2024 Jul 19, 2024	SELL	$43.96 - $46.57 $3,692 - $3,911	-84 Reduced 0.38%	22,012 $1 Million
Q1 2024 Apr 18, 2024	BUY	$41.39 - $45.98 $143,374 - $159,274	3,464 Added 18.59%	22,096 $1.02 Million
Q4 2023 Jan 23, 2024	BUY	$37.18 - $42.02 $66,068 - $74,669	1,777 Added 10.54%	18,632 $782,000
Q3 2023 Oct 24, 2023	BUY	$38.54 - $40.44 $200,793 - $210,692	5,210 Added 44.74%	16,855 $652,000
Q2 2023 Jul 17, 2023	SELL	$39.29 - $40.67 $6,364 - $6,588	-162 Reduced 1.37%	11,645 $467,000
Q1 2023 May 04, 2023	BUY	$36.38 - $39.42 $20,918 - $22,666	575 Added 5.12%	11,807 $465,000
Q4 2022 Jan 27, 2023	BUY	$35.63 - $40.75 $400,196 - $457,704	11,232 New	11,232 $0

Others Institutions Holding IHDG

# of Institutions

252

Shares Held

47.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Denver Wealth Management, Inc. Wisdomtree Tr Transaction History