Sowell Financial Services LLC Wisdomtree Tr Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 77,223 shares of IHDG stock, worth $3.41 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

77,223

Previous 68,548 12.66%

Holding current value

$3.41 Million

Previous $3.13 Million 12.93%

% of portfolio

0.17%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$42.42 - $46.78 $367,993 - $405,816	8,675 Added 12.66%	77,223 $3.53 Million
Q2 2024 Aug 13, 2024	SELL	$43.96 - $46.57 $437,489 - $463,464	-9,952 Reduced 12.68%	68,548 $3.13 Million
Q1 2024 May 03, 2024	SELL	$41.39 - $45.98 $211,958 - $235,463	-5,121 Reduced 6.12%	78,500 $3.61 Million
Q4 2023 Jan 24, 2024	SELL	$37.18 - $42.02 $148,794 - $168,164	-4,002 Reduced 4.57%	83,621 $3.51 Million
Q3 2023 Nov 08, 2023	SELL	$38.54 - $40.44 $400,237 - $419,969	-10,385 Reduced 10.6%	87,623 $3.39 Million
Q2 2023 Aug 14, 2023	BUY	$39.29 - $40.67 $3.85 Million - $3.99 Million	98,008 New	98,008 $3.94 Million
Q4 2022 Feb 09, 2023	BUY	$35.63 - $40.75 $4.34 Million - $4.96 Million	121,743 New	121,743 $4.34 Million
Q1 2022 May 13, 2022	SELL	$39.56 - $46.1 $507,198 - $591,048	-12,821 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$42.54 - $45.97 $113,198 - $122,326	2,661 Added 26.19%	12,821 $587,000
Q3 2021 Nov 04, 2021	BUY	$43.17 - $46.44 $438,607 - $471,830	10,160 New	10,160 $439,000
Q2 2021 Aug 05, 2021	SELL	$41.62 - $44.6 $339,036 - $363,311	-8,146 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$39.63 - $41.58 $74,464 - $78,128	1,879 Added 29.98%	8,146 $352,000
Q4 2020 Jan 13, 2021	BUY	$35.11 - $39.58 $53,086 - $59,844	1,512 Added 31.8%	6,267 $246,000
Q3 2020 Nov 12, 2020	BUY	$34.84 - $37.04 $69 - $74	2 Added 0.04%	4,755 $174,000
Q2 2020 Aug 13, 2020	BUY	$29.36 - $35.76 $54,374 - $66,227	1,852 Added 63.84%	4,753 $167,000
Q1 2020 May 12, 2020	BUY	$26.65 - $37.66 $29,181 - $41,237	1,095 Added 60.63%	2,901 $88,000
Q4 2019 Feb 07, 2020	BUY	$32.51 - $36.69 $52,958 - $59,768	1,629 Added 920.34%	1,806 $0
Q3 2019 Nov 14, 2019	BUY	$33.19 - $33.7 $5,874 - $5,964	177 New	177 $6,000

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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account

Sowell Financial Services LLC Wisdomtree Tr Transaction History