Laurel Wealth Planning LLC Wisdomtree Tr Transaction History

Laurel Wealth Planning LLC

$144 Million
Q2 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 139,845 shares of IHDG stock, worth $6.22 Million. This represents 4.44% of its overall portfolio holdings.

Number of Shares

139,845

Previous 172,458 18.91%

Holding current value

$6.22 Million

Previous $7.92 Million 19.53%

% of portfolio

4.44%

Previous 5.26%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	N/A	31,896 Added 1540.13%	33,967 $1.22 Million
Q1 2022 Apr 28, 2022	SELL	N/A	-430 Reduced 17.19%	2,071 $89,000
Q1 2021 May 06, 2021	BUY	N/A	100 Added 4.16%	2,501 $103,000
Q4 2020 Feb 08, 2021	BUY	N/A	2,401 New	2,401 $94,000

Others Institutions Holding IHDG

# of Institutions

242

Shares Held

46.3M

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