Drive Wealth Management, LLC Wisdomtree Tr Transaction History

Drive Wealth Management, LLC

$436 Million
Q3 2025

A detailed history of Drive Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Drive Wealth Management, LLC holds 20,225 shares of IHDG stock, worth $959,474. This represents 0.21% of its overall portfolio holdings.

Number of Shares

20,225

Previous 24,351 16.94%

Holding current value

$959,474

Previous $1.1 Million 15.13%

% of portfolio

0.21%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$43.81 - $46.31 $180,760 - $191,075	-4,126 Reduced 16.94%	20,225 $931,000
Q2 2025 Jul 29, 2025	SELL	$38.54 - $46.0 $84,749 - $101,154	-2,199 Reduced 8.28%	24,351 $1.1 Million
Q1 2025 May 06, 2025	SELL	$43.4 - $47.51 $137,144 - $150,131	-3,160 Reduced 10.64%	26,550 $1.15 Million
Q4 2024 Jan 21, 2025	BUY	$43.38 - $46.0 $71,793 - $76,130	1,655 Added 5.9%	29,710 $1.29 Million
Q3 2024 Nov 07, 2024	BUY	$42.42 - $46.78 $297,067 - $327,600	7,003 Added 33.27%	28,055 $1.28 Million

Q2 2024 Jul 31, 2024	BUY	$43.96 - $46.57 $91,129 - $96,539	2,073 Added 10.92%	21,052 $959,000
Q1 2024 Apr 22, 2024	BUY	$41.39 - $45.98 $119,617 - $132,882	2,890 Added 17.96%	18,979 $871,000
Q4 2023 Jan 22, 2024	BUY	$37.18 - $42.02 $101,798 - $115,050	2,738 Added 20.51%	16,089 $675,000
Q3 2023 Oct 10, 2023	BUY	$38.54 - $40.44 $514,547 - $539,914	13,351 New	13,351 $517,000

Others Institutions Holding IHDG

# of Institutions

261

Shares Held

36.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Drive Wealth Management, LLC Wisdomtree Tr Transaction History