A detailed history of Marietta Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Marietta Wealth Management, LLC holds 278,452 shares of IHDG stock, worth $12.7 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
278,452
Previous 266,663 4.42%
Holding current value
$12.7 Million
Previous $11.2 Million 14.24%
% of portfolio
2.16%
Previous 2.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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