Sowell Financial Services LLC Wisdomtree Tr Transaction History

Sowell Financial Services LLC

  • $2.09 Billion
  • Q1 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 78,500 shares of IHDG stock, worth $3.6 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
78,500
Previous 83,621 6.12%
Holding current value
$3.6 Million
Previous $3.51 Million 2.71%
% of portfolio
0.17%
Previous 0.19%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
-12,821 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
N/A
2,661 Added 26.19%
12,821 $587,000
Q3 2021

Nov 04, 2021
BUY
N/A
10,160 New
10,160 $439,000
Q2 2021

Aug 05, 2021
SELL
N/A
-8,146 Closed
0 $0
Q1 2021

May 07, 2021
BUY
N/A
1,879 Added 29.98%
8,146 $352,000
Q4 2020

Jan 13, 2021
BUY
N/A
1,512 Added 31.8%
6,267 $246,000
Q3 2020

Nov 12, 2020
BUY
N/A
2 Added 0.04%
4,755 $174,000
Q2 2020

Aug 13, 2020
BUY
N/A
1,852 Added 63.84%
4,753 $167,000
Q1 2020

May 12, 2020
BUY
N/A
1,095 Added 60.63%
2,901 $88,000
Q4 2019

Feb 07, 2020
BUY
N/A
1,629 Added 920.34%
1,806 $0
Q3 2019

Nov 14, 2019
BUY
N/A
177 New
177 $6,000

Others Institutions Holding IHDG

# of Institutions
236
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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