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 $30.1 Million. This represents 13.47% of its overall portfolio holdings.

Number of Shares
633,631
Previous 672,534 5.78%
Holding current value
$30.1 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
261
Shares Held
36.6M
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
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