Denver Wealth Management, Inc. Wisdomtree Tr Transaction History

Denver Wealth Management, Inc.

$207 Million
Q4 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 22,143 shares of IHDG stock, worth $1.02 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

22,143

Previous 21,624 2.4%

Holding current value

$1.02 Million

Previous $988,000 2.63%

% of portfolio

0.47%

Previous 0.49%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$43.38 - $46.0 $22,514 - $23,874	519 Added 2.4%	22,143 $962,000
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

279

Shares Held

51M

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 Denver Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Denver Wealth Management, Inc. with notifications on news.

Account

Denver Wealth Management, Inc. Wisdomtree Tr Transaction History