Qtr Family Wealth, LLC Wisdomtree Tr Transaction History

Qtr Family Wealth, LLC

$133 Billion
Q1 2025

A detailed history of Qtr Family Wealth, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Qtr Family Wealth, LLC holds 8,315 shares of IHDG stock, worth $360,039. This represents 0.27% of its overall portfolio holdings.

Number of Shares

8,315

Holding current value

$360,039

% of portfolio

0.27%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 12, 2025	BUY	$43.4 - $47.51 $360,871 - $395,045	8,315 New	8,315 $361 Million

Others Institutions Holding IHDG

# of Institutions

283

Shares Held

51.5M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

6.78M
Shares

$293 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

5.98M
Shares

$259 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

3.36M
Shares

$145 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.71M
Shares

$74.2 Million
0.03% of portfolio
Ameritas Advisory Services, LLC Lincoln, NE

1.7M
Shares

$73.7 Million
3.13% of portfolio

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

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