Grant Wisdomtree Tr Transaction History

Grant

$179 Million
Q4 2024

A detailed history of Grant transactions in Wisdomtree Tr stock. As of the latest transaction made, Grant holds 8,566 shares of IHDG stock, worth $390,609. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,566

Previous 8,826 2.95%

Holding current value

$390,609

Previous $403,000 7.69%

% of portfolio

0.21%

Previous 0.2%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$43.38 - $46.0 $11,278 - $11,960	-260 Reduced 2.95%	8,566 $372,000
Q3 2024 Oct 15, 2024	BUY	$42.42 - $46.78 $62,145 - $68,532	1,465 Added 19.9%	8,826 $403,000
Q2 2024 Jul 22, 2024	BUY	$43.96 - $46.57 $323,589 - $342,801	7,361 New	7,361 $335,000
Q4 2022 Jan 10, 2023	SELL	$35.63 - $40.75 $17,244 - $19,723	-484 Reduced 7.57%	5,909 $0
Q3 2022 Nov 02, 2022	SELL	$35.81 - $40.82 $1,790 - $2,041	-50 Reduced 0.78%	6,393 $242,000
Q2 2022 Jul 20, 2022	BUY	$37.42 - $43.67 $241,097 - $281,365	6,443 New	6,443 $243,000

Others Institutions Holding IHDG

# of Institutions

251

Shares Held

47.8M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$306 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$231 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$153 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$114 Million
0.03% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$76.7 Million
2.63% of portfolio

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 Grant, based on Form 13F filings with the SEC.

News

Stay updated on Grant with notifications on news.

Account