Integrated Wealth Concepts LLC Wisdomtree Tr Transaction History

Integrated Wealth Concepts LLC

$8.03 Billion
Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 29,826 shares of IHDG stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

29,826

Previous 28,563 4.42%

Holding current value

$1.35 Million

Previous $1.24 Million 4.27%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$43.4 - $47.51 $54,814 - $60,005	1,263 Added 4.42%	29,826 $1.29 Million
Q4 2024 Feb 14, 2025	BUY	$43.38 - $46.0 $37,133 - $39,376	856 Added 3.09%	28,563 $1.24 Million
Q3 2024 Nov 14, 2024	BUY	$42.42 - $46.78 $52,006 - $57,352	1,226 Added 4.63%	27,707 $1.27 Million
Q2 2024 Aug 14, 2024	BUY	$43.96 - $46.57 $68,445 - $72,509	1,557 Added 6.25%	26,481 $1.21 Million
Q1 2024 May 15, 2024	SELL	$41.39 - $45.98 $48,012 - $53,336	-1,160 Reduced 4.45%	24,924 $1.15 Million
Q4 2023 Feb 13, 2024	BUY	$37.18 - $42.02 $37,031 - $41,851	996 Added 3.97%	26,084 $1.1 Million
Q3 2023 Nov 15, 2023	BUY	$38.54 - $40.44 $46,325 - $48,608	1,202 Added 5.03%	25,088 $971,000
Q2 2023 Aug 15, 2023	BUY	$39.29 - $40.67 $938,480 - $971,443	23,886 New	23,886 $959,000

Others Institutions Holding IHDG

# of Institutions

284

Shares Held

52.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Wisdomtree Tr Transaction History