Falcon Wealth Planning Wisdomtree Tr Transaction History

Falcon Wealth Planning

  • $889 Million
  • Q2 2025

A detailed history of Falcon Wealth Planning transactions in Wisdomtree Tr stock. As of the latest transaction made, Falcon Wealth Planning holds 743,594 shares of IHDG stock, worth $33.4 Million. This represents 3.77% of its overall portfolio holdings.

Number of Shares
743,594
Previous 708,828 4.9%
Holding current value
$33.4 Million
Previous $30.8 Million 8.89%
% of portfolio
3.77%
Previous 3.81%

Shares

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

Jul 16, 2025
BUY
$38.54 - $46.0 $1.34 Million - $1.6 Million
34,766 Added 4.9%
743,594 $33.5 Million
Q1 2025

Apr 24, 2025
SELL
$43.4 - $47.51 $1.59 Million - $1.74 Million
-36,652 Reduced 4.92%
708,828 $30.8 Million
Q4 2024

Jan 22, 2025
BUY
$43.38 - $46.0 $1.68 Million - $1.78 Million
38,716 Added 5.48%
745,480 $32.4 Million
Q3 2024

Oct 30, 2024
BUY
$42.42 - $46.78 $30 Million - $33.1 Million
706,764 New
706,764 $32.3 Million

Others Institutions Holding IHDG

# of Institutions
275
Shares Held
51.7M
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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