Oarsman Capital, Inc. Wisdomtree Tr Transaction History

Oarsman Capital, Inc.

$533 Million
Q3 2024

A detailed history of Oarsman Capital, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Oarsman Capital, Inc. holds 3,275 shares of IHDG stock, worth $150,584. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,275

Holding current value

$150,584

% of portfolio

0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$42.42 - $46.78 $138,925 - $153,204	3,275 New	3,275 $149,000
Q2 2022 Aug 10, 2022	SELL	$37.42 - $43.67 $199,261 - $232,542	-5,325 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$43.17 - $46.44 $8,634 - $9,288	-200 Reduced 3.62%	5,325 $230,000
Q1 2021 May 12, 2021	SELL	$39.63 - $41.58 $3,963 - $4,158	-100 Reduced 1.78%	5,525 $228,000
Q3 2020 Nov 12, 2020	BUY	$34.84 - $37.04 $195,975 - $208,350	5,625 New	5,625 $206,000
Q1 2020 May 13, 2020	SELL	$26.65 - $37.66 $330,060 - $466,419	-12,385 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$32.51 - $36.69 $10,923 - $12,327	-336 Reduced 2.64%	12,385 $450,000
Q3 2019 Nov 12, 2019	SELL	$33.19 - $33.7 $16,429 - $16,681	-495 Reduced 3.75%	12,721 $428,000
Q2 2019 Aug 13, 2019	SELL	N/A	-2,800 Reduced 17.48%	13,216 $432,000
Q1 2019 May 14, 2019	SELL	N/A	-575 Reduced 3.47%	16,016 $516,000
Q4 2018 Feb 13, 2019	SELL	N/A	-200 Reduced 1.19%	16,591 $462,000
Q3 2018 Nov 07, 2018	SELL	N/A	-650 Reduced 3.73%	16,791 $539,000
Q2 2018 Aug 10, 2018	BUY	N/A	1 Added 0.01%	17,441 $554,000
Q1 2018 May 14, 2018	SELL	N/A	-300 Reduced 1.69%	17,440 $538,000
Q4 2017 Feb 08, 2018	BUY	N/A	131 Added 0.74%	17,740 $562,000
Q3 2017 Nov 13, 2017	BUY	N/A	17,609	17,609 $540,000

Others Institutions Holding IHDG

# of Institutions

261

Shares Held

50M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.71M
Shares

$309 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.07M
Shares

$233 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.35M
Shares

$154 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.51M
Shares

$115 Million
0.03% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.68M
Shares

$77.4 Million
2.63% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
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