Iht Wealth Management, LLC Wisdomtree Tr Transaction History

Iht Wealth Management, LLC

$2.62 Billion
Q2 2024

A detailed history of Iht Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Iht Wealth Management, LLC holds 13,500 shares of DWM stock, worth $781,515. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,500

Previous 13,919 3.01%

Holding current value

$781,515

Previous $762,000 4.86%

% of portfolio

0.03%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$52.54 - $56.44 $22,014 - $23,648	-419 Reduced 3.01%	13,500 $725,000
Q1 2024 May 15, 2024	BUY	$50.94 - $55.08 $52,417 - $56,677	1,029 Added 7.98%	13,919 $762,000
Q4 2023 Feb 14, 2024	BUY	$46.5 - $52.58 $186,325 - $210,688	4,007 Added 45.11%	12,890 $676,000
Q3 2023 Nov 14, 2023	BUY	$48.13 - $51.79 $4,668 - $5,023	97 Added 1.1%	8,883 $429,000
Q2 2023 Aug 14, 2023	BUY	$48.54 - $51.63 $9,902 - $10,532	204 Added 2.38%	8,786 $439,000
Q1 2023 May 15, 2023	BUY	$47.34 - $51.12 $42,842 - $46,263	905 Added 11.79%	8,582 $426,000
Q4 2022 Feb 14, 2023	SELL	$39.94 - $48.25 $9,625 - $11,628	-241 Reduced 3.04%	7,677 $361,000
Q3 2022 Nov 22, 2022	BUY	$39.86 - $47.65 $24,035 - $28,732	603 Added 8.24%	7,918 $318,000
Q2 2022 Aug 15, 2022	BUY	$45.44 - $53.31 $150,451 - $176,509	3,311 Added 82.69%	7,315 $332,000
Q1 2022 May 16, 2022	BUY	$48.63 - $55.69 $194,714 - $222,982	4,004 New	4,004 $211,000
Q2 2018 Aug 13, 2018	SELL	N/A	-375 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	375	375 $20,000

Others Institutions Holding DWM

# of Institutions

133

Shares Held

6.62M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker DWM
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Iht Wealth Management, LLC Wisdomtree Tr Transaction History