Sculati Wealth Management, LLC Wisdomtree Tr Transaction History

Sculati Wealth Management, LLC

$248 Million
Q4 2024

A detailed history of Sculati Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Sculati Wealth Management, LLC holds 241,939 shares of IHDG stock, worth $10.5 Million. This represents 4.24% of its overall portfolio holdings.

Number of Shares

241,939

Previous 243,607 0.68%

Holding current value

$10.5 Million

Previous $10.6 Million 0.68%

% of portfolio

4.24%

Previous 4.49%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 26, 2025	SELL	$43.38 - $46.0 $72,357 - $76,728	-1,668 Reduced 0.68%	241,939 $10.5 Million
Q3 2024 Feb 26, 2025	SELL	$42.42 - $46.78 $214,602 - $236,660	-5,059 Reduced 2.09%	236,880 $10.8 Million
Q3 2024 Nov 22, 2024	BUY	$42.42 - $46.78 $484,436 - $534,227	11,420 Added 4.92%	243,607 $11.1 Million
Q2 2024 Aug 09, 2024	SELL	$43.96 - $46.57 $502,023 - $531,829	-11,420 Reduced 4.69%	232,187 $10.6 Million
Q1 2024 May 14, 2024	BUY	$41.39 - $45.98 $214,607 - $238,406	5,185 Added 2.17%	243,607 $11.2 Million
Q4 2023 Feb 12, 2024	BUY	$37.18 - $42.02 $70,567 - $79,753	1,898 Added 0.8%	238,422 $10 Million
Q3 2023 Nov 09, 2023	BUY	$38.54 - $40.44 $151,076 - $158,524	3,920 Added 1.69%	236,524 $9.16 Million
Q2 2023 Aug 11, 2023	BUY	$39.29 - $40.67 $277,073 - $286,804	7,052 Added 3.13%	232,604 $9.34 Million
Q1 2023 May 05, 2023	BUY	$36.38 - $39.42 $164,364 - $178,099	4,518 Added 2.04%	225,552 $8.89 Million
Q4 2022 Feb 10, 2023	BUY	$35.63 - $40.75 $936,890 - $1.07 Million	26,295 Added 13.5%	221,034 $7.88 Million
Q3 2022 Nov 15, 2022	BUY	$35.81 - $40.82 $83,401 - $95,069	2,329 Added 1.21%	194,739 $6.99 Million
Q2 2022 Aug 09, 2022	BUY	$37.42 - $43.67 $281,211 - $328,180	7,515 Added 4.06%	192,410 $7.2 Million
Q1 2022 May 10, 2022	BUY	$39.56 - $46.1 $309,636 - $360,824	7,827 Added 4.42%	184,895 $7.94 Million
Q4 2021 Feb 07, 2022	BUY	$42.54 - $45.97 $193,174 - $208,749	4,541 Added 2.63%	177,068 $8.1 Million
Q3 2021 Nov 02, 2021	BUY	$43.17 - $46.44 $80,037 - $86,099	1,854 Added 1.09%	172,527 $7.45 Million
Q2 2021 Aug 13, 2021	BUY	$41.62 - $44.6 $128,106 - $137,278	3,078 Added 1.84%	170,673 $7.53 Million
Q1 2021 May 14, 2021	BUY	$39.63 - $41.58 $930,274 - $976,048	23,474 Added 16.29%	167,595 $6.92 Million
Q4 2020 Feb 10, 2021	BUY	$35.11 - $39.58 $388,316 - $437,754	11,060 Added 8.31%	144,121 $5.67 Million
Q3 2020 Nov 13, 2020	BUY	$34.84 - $37.04 $811,214 - $862,439	23,284 Added 21.21%	133,061 $4.87 Million
Q2 2020 Aug 14, 2020	BUY	$29.36 - $35.76 $3.22 Million - $3.93 Million	109,777 New	109,777 $3.85 Million

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

50.9M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Sculati Wealth Management, LLC Wisdomtree Tr Transaction History