Sheets Smith Wealth Management Wisdomtree Tr Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

A detailed history of Sheets Smith Wealth Management transactions in Wisdomtree Tr stock. As of the latest transaction made, Sheets Smith Wealth Management holds 63,926 shares of IHDG stock, worth $2.83 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

63,926

Previous 65,362 2.2%

Holding current value

$2.83 Million

Previous $2.98 Million 1.95%

% of portfolio

0.36%

Previous 0.36%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	SELL	$42.42 - $46.78 $60,915 - $67,176	-1,436 Reduced 2.2%	63,926 $2.92 Million
Q2 2024 Jul 30, 2024	SELL	$43.96 - $46.57 $677,115 - $717,317	-15,403 Reduced 19.07%	65,362 $2.98 Million
Q1 2024 May 08, 2024	SELL	$41.39 - $45.98 $151,487 - $168,286	-3,660 Reduced 4.34%	80,765 $3.71 Million
Q4 2023 Feb 06, 2024	BUY	$37.18 - $42.02 $18,069 - $20,421	486 Added 0.58%	84,425 $3.55 Million
Q3 2023 Oct 23, 2023	SELL	$38.54 - $40.44 $58,927 - $61,832	-1,529 Reduced 1.79%	83,939 $3.25 Million
Q2 2023 Aug 09, 2023	SELL	$39.29 - $40.67 $23,652 - $24,483	-602 Reduced 0.7%	85,468 $3.43 Million
Q1 2023 May 26, 2023	BUY	$36.38 - $39.42 $3.13 Million - $3.39 Million	86,031 Added 220592.31%	86,070 $3.39 Million
Q1 2023 May 12, 2023	SELL	$36.38 - $39.42 $3.42 Million - $3.71 Million	-94,036 Reduced 99.96%	39 $1,000
Q4 2022 Mar 08, 2023	SELL	$35.63 - $40.75 $38,409 - $43,928	-1,078 Reduced 1.13%	94,075 $3.35 Million
Q3 2022 Nov 01, 2022	SELL	$35.81 - $40.82 $202,433 - $230,755	-5,653 Reduced 5.61%	95,153 $3.42 Million
Q2 2022 Jul 27, 2022	BUY	$37.42 - $43.67 $22,489 - $26,245	601 Added 0.6%	100,806 $3.77 Million
Q1 2022 May 02, 2022	SELL	$39.56 - $46.1 $839,186 - $977,919	-21,213 Reduced 17.47%	100,205 $4.3 Million
Q4 2021 Jan 20, 2022	SELL	$42.54 - $45.97 $34,499 - $37,281	-811 Reduced 0.66%	121,418 $5.56 Million
Q3 2021 Oct 15, 2021	BUY	$43.17 - $46.44 $72,007 - $77,461	1,668 Added 1.38%	122,229 $5.28 Million
Q2 2021 Aug 03, 2021	SELL	$41.62 - $44.6 $498,690 - $534,397	-11,982 Reduced 9.04%	120,561 $5.32 Million
Q1 2021 Apr 23, 2021	BUY	$39.63 - $41.58 $191,095 - $200,498	4,822 Added 3.78%	132,543 $5.47 Million
Q4 2020 Jan 13, 2021	SELL	$35.11 - $39.58 $6,354 - $7,163	-181 Reduced 0.14%	127,721 $5.02 Million
Q3 2020 Oct 26, 2020	BUY	$34.84 - $37.04 $537,825 - $571,786	15,437 Added 13.73%	127,902 $4.68 Million
Q2 2020 Jul 17, 2020	BUY	$29.36 - $35.76 $3.07 Million - $3.74 Million	104,617 Added 1333.04%	112,465 $3.95 Million
Q1 2020 Apr 28, 2020	BUY	$26.65 - $37.66 $41,947 - $59,276	1,574 Added 25.09%	7,848 $238,000
Q4 2019 Jan 24, 2020	BUY	$32.51 - $36.69 $203,967 - $230,193	6,274 New	6,274 $228,000

Others Institutions Holding IHDG

# of Institutions

243

Shares Held

47.8M

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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Account

Sheets Smith Wealth Management Wisdomtree Tr Transaction History