Kestra Private Wealth Services, LLC Wisdomtree Tr Transaction History

Kestra Private Wealth Services, LLC

$5.74 Billion
Q1 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 77,412 shares of IHDG stock, worth $3.5 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

77,412

Previous 40,020 93.43%

Holding current value

$3.5 Million

Previous $1.74 Million 93.16%

% of portfolio

0.06%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	BUY	$43.4 - $47.51 $1.62 Million - $1.78 Million	37,392 Added 93.43%	77,412 $3.36 Million
Q4 2024 Jan 28, 2025	BUY	$43.38 - $46.0 $304,961 - $323,380	7,030 Added 21.31%	40,020 $1.74 Million
Q3 2024 Nov 13, 2024	BUY	$42.42 - $46.78 $369,859 - $407,874	8,719 Added 35.92%	32,990 $1.51 Million
Q2 2024 Aug 12, 2024	BUY	$43.96 - $46.57 $176,939 - $187,444	4,025 Added 19.88%	24,271 $1.11 Million
Q1 2024 May 02, 2024	BUY	$41.39 - $45.98 $134,724 - $149,664	3,255 Added 19.16%	20,246 $930,000
Q4 2023 Feb 05, 2024	BUY	$37.18 - $42.02 $339,973 - $384,230	9,144 Added 116.53%	16,991 $713,000
Q3 2023 Nov 07, 2023	BUY	$38.54 - $40.44 $302,423 - $317,332	7,847 New	7,847 $303,000

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
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Industry ETFs

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Kestra Private Wealth Services, LLC Wisdomtree Tr Transaction History