Mission Wealth Management, LP Wisdomtree Tr Transaction History

Mission Wealth Management, LP

$4.6 Billion
Q2 2025

A detailed history of Mission Wealth Management, LP transactions in Wisdomtree Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 6,926 shares of IHDG stock, worth $311,670. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,926

Previous 31,250 77.84%

Holding current value

$311,670

Previous $1.37 Million 77.19%

% of portfolio

0.01%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$38.54 - $46.0 $937,446 - $1.12 Million	-24,324 Reduced 77.84%	6,926 $312,000
Q1 2025 Apr 17, 2025	BUY	$43.4 - $47.51 $27,862 - $30,501	642 Added 2.1%	31,250 $1.37 Million
Q4 2024 Feb 06, 2025	SELL	$43.38 - $46.0 $11,148 - $11,822	-257 Reduced 0.83%	30,608 $1.33 Million
Q3 2024 Oct 31, 2024	BUY	$42.42 - $46.78 $447,700 - $493,716	10,554 Added 51.96%	30,865 $1.41 Million
Q2 2024 Aug 02, 2024	SELL	$43.96 - $46.57 $9.57 Million - $10.1 Million	-217,655 Reduced 91.46%	20,311 $925,000
Q1 2024 Apr 30, 2024	BUY	$41.39 - $45.98 $9.29 Million - $10.3 Million	224,373 Added 1650.65%	237,966 $10.9 Million
Q4 2023 Feb 05, 2024	BUY	$37.18 - $42.02 $505,387 - $571,177	13,593 New	13,593 $570,000

Others Institutions Holding IHDG

# of Institutions

273

Shares Held

49.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Industry ETFs

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Mission Wealth Management, LP Wisdomtree Tr Transaction History