Prism Advisors, Inc. Wisdomtree Tr Transaction History

Prism Advisors, Inc.

$341 Million
Q2 2025

A detailed history of Prism Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Prism Advisors, Inc. holds 474,363 shares of IHDG stock, worth $21.3 Million. This represents 6.27% of its overall portfolio holdings.

Number of Shares

474,363

Previous 555,479 14.6%

Holding current value

$21.3 Million

Previous $24.1 Million 11.35%

% of portfolio

6.27%

Previous 7.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$38.54 - $46.0 $3.13 Million - $3.73 Million	-81,116 Reduced 14.6%	474,363 $21.4 Million
Q1 2025 May 01, 2025	SELL	$43.4 - $47.51 $439,728 - $481,371	-10,132 Reduced 1.79%	555,479 $24.1 Million
Q4 2024 Jan 22, 2025	SELL	$43.38 - $46.0 $740,887 - $785,634	-17,079 Reduced 2.93%	565,611 $24.6 Million
Q3 2024 Oct 15, 2024	BUY	$42.42 - $46.78 $402,523 - $443,895	9,489 Added 1.66%	582,690 $26.6 Million
Q2 2024 Jul 10, 2024	SELL	$43.96 - $46.57 $3,780 - $4,005	-86 Reduced 0.02%	573,201 $26.1 Million
Q1 2024 Apr 05, 2024	BUY	$41.39 - $45.98 $2.03 Million - $2.26 Million	49,053 Added 9.36%	573,287 $26.3 Million
Q4 2023 Feb 01, 2024	BUY	$37.18 - $42.02 $1.37 Million - $1.55 Million	36,916 Added 7.58%	524,234 $22 Million
Q3 2023 Nov 09, 2023	BUY	$38.54 - $40.44 $18.8 Million - $19.7 Million	487,318 New	487,318 $18.9 Million

Others Institutions Holding IHDG

# of Institutions

275

Shares Held

51.7M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Prism Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Prism Advisors, Inc. with notifications on news.

Account

Prism Advisors, Inc. Wisdomtree Tr Transaction History