Marietta Wealth Management, LLC Wisdomtree Tr Transaction History

Marietta Wealth Management, LLC

$676 Million
Q4 2024

A detailed history of Marietta Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 314,933 shares of IHDG stock, worth $14.5 Million. This represents 2.02% of its overall portfolio holdings.

Number of Shares

314,933

Previous 306,158 2.87%

Holding current value

$14.5 Million

Previous $14 Million 2.15%

% of portfolio

2.02%

Previous 2.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$43.38 - $46.0 $380,659 - $403,650	8,775 Added 2.87%	314,933 $13.7 Million
Q3 2024 Oct 22, 2024	BUY	$42.42 - $46.78 $351,407 - $387,525	8,284 Added 2.78%	306,158 $14 Million
Q2 2024 Jul 19, 2024	BUY	$43.96 - $46.57 $853,791 - $904,482	19,422 Added 6.97%	297,874 $13.6 Million
Q1 2024 Apr 25, 2024	BUY	$41.39 - $45.98 $487,946 - $542,058	11,789 Added 4.42%	278,452 $12.8 Million
Q4 2023 Jan 30, 2024	BUY	$37.18 - $42.02 $227,578 - $257,204	6,121 Added 2.35%	266,663 $11.2 Million
Q3 2023 Oct 30, 2023	BUY	$38.54 - $40.44 $2.32 Million - $2.44 Million	60,241 Added 30.08%	260,542 $10.1 Million
Q2 2023 Jul 18, 2023	BUY	$39.29 - $40.67 $7.87 Million - $8.15 Million	200,301 New	200,301 $8.05 Million

Others Institutions Holding IHDG

# of Institutions

261

Shares Held

50M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Marietta Wealth Management, LLC Wisdomtree Tr Transaction History