Laurel Wealth Planning LLC Wisdomtree Tr Transaction History

Laurel Wealth Planning LLC

$145 Million
Q1 2025

A detailed history of Laurel Wealth Planning LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 99,618 shares of IHDG stock, worth $4.28 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

99,618

Previous 125,883 20.86%

Holding current value

$4.28 Million

Previous $5.47 Million 21.0%

% of portfolio

2.98%

Previous 3.53%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$43.4 - $47.51 $1.14 Million - $1.25 Million	-26,265 Reduced 20.86%	99,618 $4.32 Million
Q4 2024 Feb 03, 2025	BUY	$43.38 - $46.0 $90,187 - $95,634	2,079 Added 1.68%	125,883 $5.47 Million
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

279

Shares Held

51.5M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
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Laurel Wealth Planning LLC Wisdomtree Tr Transaction History