Lake Point Wealth Management Wisdomtree Tr Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Lake Point Wealth Management holds 633,631 shares of IHDG stock, worth $29 Million. This represents 13.47% of its overall portfolio holdings.

Number of Shares
633,631
Previous 672,534 5.78%
Holding current value
$29 Million
Previous $28.9 Million 17.9%
% of portfolio
13.47%
Previous 13.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
SELL
$37.42 - $43.67 $1.46 Million - $1.7 Million
-38,903 Reduced 5.78%
633,631 $23.7 Million
Q1 2022

May 17, 2022
BUY
$39.56 - $46.1 $468,113 - $545,501
11,833 Added 1.79%
672,534 $28.9 Million
Q4 2021

Feb 23, 2022
BUY
$42.54 - $45.97 $811,407 - $876,831
19,074 Added 2.97%
660,701 $30.2 Million
Q3 2021

Oct 21, 2021
BUY
$43.17 - $46.44 $528,789 - $568,843
12,249 Added 1.95%
641,627 $27.7 Million
Q2 2021

Aug 04, 2021
BUY
$41.62 - $44.6 $26.2 Million - $28.1 Million
629,378 New
629,378 $27.8 Million

Others Institutions Holding IHDG

# of Institutions
274
Shares Held
50.8M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Lake Point Wealth Management Portfolio

Follow Lake Point Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lake Point Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Lake Point Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email