Sowell Financial Services LLC Wisdomtree Tr Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 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 11,409 shares of IHDG stock, worth $515,002. This represents 0.03% of its overall portfolio holdings.

Number of Shares
11,409
Previous 77,223 85.23%
Holding current value
$515,002
Previous $3.53 Million 85.97%
% of portfolio
0.03%
Previous 0.17%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$43.38 - $46.0 $2.86 Million - $3.03 Million
-65,814 Reduced 85.23%
11,409 $495,000
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
279
Shares Held
51.1M
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
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email