Herold Advisors, Inc. Wisdomtree Tr Transaction History

Herold Advisors, Inc.

$405 Million
Q1 2024

A detailed history of Herold Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 7,718 shares of IHDG stock, worth $354,333. This represents 0.09% of its overall portfolio holdings.

Number of Shares

7,718

Previous 12,463 38.07%

Holding current value

$354,333

Previous $523,000 32.31%

% of portfolio

0.09%

Previous 0.15%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$41.39 - $45.98 $196,395 - $218,175	-4,745 Reduced 38.07%	7,718 $354,000
Q4 2023 Feb 02, 2024	SELL	$37.18 - $42.02 $11,265 - $12,732	-303 Reduced 2.37%	12,463 $523,000
Q3 2023 Nov 08, 2023	SELL	$38.54 - $40.44 $142,174 - $149,183	-3,689 Reduced 22.42%	12,766 $494,000
Q2 2023 Jul 14, 2023	BUY	$39.29 - $40.67 $363,707 - $376,482	9,257 Added 128.61%	16,455 $660,000
Q1 2023 Apr 19, 2023	BUY	$36.38 - $39.42 $24,447 - $26,490	672 Added 10.3%	7,198 $283,000

Q4 2022 Feb 14, 2023	BUY	$35.63 - $40.75 $232,521 - $265,934	6,526 New	6,526 $232,000
Q2 2022 Jul 15, 2022	SELL	N/A	-3,942 Closed	0 $0
Q1 2022 May 09, 2022	BUY	N/A	3,942 New	3,942 $0
Q4 2021 Jan 20, 2022	SELL	N/A	-3,942 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	N/A	3,942 New	3,942 $170,000

Others Institutions Holding IHDG

# of Institutions

236

Shares Held

39M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Herold Advisors, Inc. Wisdomtree Tr Transaction History