Diversify Wealth Management, LLC Wisdomtree Tr Transaction History

Diversify Wealth Management, LLC

  • $1.35 Trillion
  • Q1 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 255,079 shares of IHDG stock, worth $11.5 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
255,079
Previous 155,462 64.08%
Holding current value
$11.5 Million
Previous $6.87 Billion 59.85%
% of portfolio
0.82%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
284
Shares Held
52.3M
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
Track This Portfolio

Track Diversify Wealth Management, LLC Portfolio

Follow Diversify Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Diversify Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email