Kolinsky Wealth Management, LLC Wisdomtree Tr Transaction History

Kolinsky Wealth Management, LLC

$154 Million
Q3 2024

A detailed history of Kolinsky Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Kolinsky Wealth Management, LLC holds 79,741 shares of IHDG stock, worth $3.65 Million. This represents 2.37% of its overall portfolio holdings.

Number of Shares

79,741

Previous 70,275 13.47%

Holding current value

$3.65 Million

Previous $3.2 Million 13.77%

% of portfolio

2.37%

Previous 2.32%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$42.42 - $46.78 $401,547 - $442,819	9,466 Added 13.47%	79,741 $3.64 Million
Q2 2024 Aug 14, 2024	BUY	$43.96 - $46.57 $459,557 - $486,842	10,454 Added 17.48%	70,275 $3.2 Million
Q1 2024 May 15, 2024	BUY	$41.39 - $45.98 $286,542 - $318,319	6,923 Added 13.09%	59,821 $2.75 Million
Q4 2023 Feb 13, 2024	BUY	$37.18 - $42.02 $1.65 Million - $1.87 Million	44,426 Added 524.39%	52,898 $2.22 Million
Q3 2023 Nov 14, 2023	BUY	$38.54 - $40.44 $9,480 - $9,948	246 Added 2.99%	8,472 $328,000
Q2 2023 Aug 14, 2023	BUY	$39.29 - $40.67 $19,527 - $20,212	497 Added 6.43%	8,226 $330,000
Q1 2023 May 15, 2023	BUY	$36.38 - $39.42 $9,822 - $10,643	270 Added 3.62%	7,729 $305,000
Q4 2022 Feb 14, 2023	SELL	$35.63 - $40.75 $13,254 - $15,159	-372 Reduced 4.75%	7,459 $266,000
Q3 2022 Nov 14, 2022	BUY	$35.81 - $40.82 $14,109 - $16,083	394 Added 5.3%	7,831 $281,000
Q2 2022 Aug 15, 2022	BUY	$37.42 - $43.67 $1,122 - $1,310	30 Added 0.41%	7,437 $278,000
Q1 2022 May 12, 2022	BUY	$39.56 - $46.1 $293,020 - $341,462	7,407 New	7,407 $318,000

Others Institutions Holding IHDG

# of Institutions

256

Shares Held

48.8M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Kolinsky Wealth Management, LLC Wisdomtree Tr Transaction History