Diversify Wealth Management, LLC Wisdomtree Tr Transaction History

Diversify Wealth Management, LLC

  • $1.62 Trillion
  • Q2 2025

A detailed history of Diversify Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 263,672 shares of IHDG stock, worth $12.4 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
263,672
Previous 255,079 3.37%
Holding current value
$12.4 Million
Previous $11 Billion 7.98%
% of portfolio
0.73%
Previous 0.82%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$38.54 - $46.0 $331,174 - $395,278
8,593 Added 3.37%
263,672 $11.9 Billion
Q1 2025

Apr 30, 2025
BUY
$43.4 - $47.51 $4.32 Million - $4.73 Million
99,617 Added 64.08%
255,079 $11 Billion
Q4 2024

Jan 16, 2025
BUY
$43.38 - $46.0 $412,153 - $437,046
9,501 Added 6.51%
155,462 $6.87 Billion
Q3 2024

Oct 25, 2024
BUY
$42.42 - $46.78 $477,946 - $527,070
11,267 Added 8.36%
145,961 $6.54 Billion
Q2 2024

Aug 08, 2024
BUY
$43.96 - $46.57 $5.92 Million - $6.27 Million
134,694 New
134,694 $5.71 Billion

Others Institutions Holding IHDG

# of Institutions
272
Shares Held
43.2M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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