A detailed history of Merit Financial Group, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Merit Financial Group, LLC holds 13,170 shares of IHDG stock, worth $572,631. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,170
Previous 13,152 0.14%
Holding current value
$572,631
Previous $599,000 0.33%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 17, 2024

BUY
$42.42 - $46.78 $763 - $842
18 Added 0.14%
13,170 $601,000
Q2 2024

Aug 13, 2024

BUY
$43.96 - $46.57 $351 - $372
8 Added 0.06%
13,152 $599,000
Q1 2024

May 06, 2024

SELL
$41.39 - $45.98 $65,189 - $72,418
-1,575 Reduced 10.7%
13,144 $603,000
Q4 2023

Feb 06, 2024

SELL
$37.18 - $42.02 $312,312 - $352,968
-8,400 Reduced 36.33%
14,719 $618,000
Q3 2023

Nov 07, 2023

SELL
$38.54 - $40.44 $35,418 - $37,164
-919 Reduced 3.82%
23,119 $895,000
Q2 2023

Aug 01, 2023

SELL
$39.29 - $40.67 $127,024 - $131,486
-3,233 Reduced 11.86%
24,038 $965,000
Q1 2023

Apr 24, 2023

SELL
$36.38 - $39.42 $379,879 - $411,623
-10,442 Reduced 27.69%
27,271 $1.08 Million
Q4 2022

Jan 13, 2023

SELL
$35.63 - $40.75 $424,210 - $485,169
-11,906 Reduced 23.99%
37,713 $0
Q3 2022

Oct 31, 2022

BUY
$35.81 - $40.82 $1.42 Million - $1.62 Million
39,662 Added 398.33%
49,619 $1.78 Million
Q2 2022

Aug 08, 2022

BUY
$37.42 - $43.67 $144,403 - $168,522
3,859 Added 63.28%
9,957 $373,000
Q1 2022

May 13, 2022

BUY
$39.56 - $46.1 $241,236 - $281,117
6,098 New
6,098 $262,000

Others Institutions Holding IHDG

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track Merit Financial Group, LLC Portfolio

Follow Merit Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Merit Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Merit Financial Group, LLC with notifications on news.