Laurel Wealth Planning LLC Wisdomtree Tr Transaction History

Laurel Wealth Planning LLC

  • $153 Million
  • Q3 2024

A detailed history of Laurel Wealth Planning LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 123,804 shares of IHDG stock, worth $5.7 Million. This represents 3.7% of its overall portfolio holdings.

Number of Shares
123,804
Previous 139,845 11.47%
Holding current value
$5.7 Million
Previous $6.38 Million 11.26%
% of portfolio
3.7%
Previous 4.44%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$42.42 - $46.78 $680,459 - $750,397
-16,041 Reduced 11.47%
123,804 $5.66 Million
Q2 2024

Jul 25, 2024
SELL
$43.96 - $46.57 $1.43 Million - $1.52 Million
-32,613 Reduced 18.91%
139,845 $6.38 Million
Q1 2024

Apr 22, 2024
SELL
$41.39 - $45.98 $76,612 - $85,108
-1,851 Reduced 1.06%
172,458 $7.92 Million
Q4 2023

Feb 09, 2024
BUY
$37.18 - $42.02 $254,534 - $287,668
6,846 Added 4.09%
174,309 $7.32 Million
Q3 2023

Oct 27, 2023
BUY
$38.54 - $40.44 $1.05 Million - $1.1 Million
27,249 Added 19.43%
167,463 $6.49 Million
Q2 2023

Jul 19, 2023
BUY
$39.29 - $40.67 $3.67 Million - $3.8 Million
93,494 Added 200.12%
140,214 $5.63 Million
Q1 2023

Apr 18, 2023
BUY
$36.38 - $39.42 $88,221 - $95,593
2,425 Added 5.47%
46,720 $1.84 Million
Q4 2022

Feb 01, 2023
BUY
$35.63 - $40.75 $367,986 - $420,866
10,328 Added 30.41%
44,295 $1.58 Million
Q3 2022

Nov 02, 2022
BUY
$35.81 - $40.82 $1.14 Million - $1.3 Million
31,896 Added 1540.13%
33,967 $1.22 Million
Q1 2022

Apr 28, 2022
SELL
$39.56 - $46.1 $17,010 - $19,823
-430 Reduced 17.19%
2,071 $89,000
Q1 2021

May 06, 2021
BUY
$39.63 - $41.58 $3,963 - $4,158
100 Added 4.16%
2,501 $103,000
Q4 2020

Feb 08, 2021
BUY
$35.11 - $39.58 $84,299 - $95,031
2,401 New
2,401 $94,000

Others Institutions Holding IHDG

# of Institutions
255
Shares Held
48.8M
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
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