Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr Transaction History

Strategic Family Wealth Counselors, L.L.C.

$291 Million
Q1 2025

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Wisdomtree Tr stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 8,951 shares of IHDG stock, worth $404,853. This represents 0.13% of its overall portfolio holdings.

Number of Shares

8,951

Previous 8,985 0.38%

Holding current value

$404,853

Previous $390,000 0.51%

% of portfolio

0.13%

Previous 0.13%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$43.4 - $47.51 $1,475 - $1,615	-34 Reduced 0.38%	8,951 $388,000
Q4 2024 Feb 06, 2025	SELL	$43.38 - $46.0 $17,655 - $18,722	-407 Reduced 4.33%	8,985 $390,000
Q3 2024 Oct 31, 2024	BUY	$42.42 - $46.78 $17,477 - $19,273	412 Added 4.59%	9,392 $429,000
Q2 2024 Aug 14, 2024	BUY	$43.96 - $46.57 $219 - $232	5 Added 0.06%	8,980 $409,000
Q1 2024 May 14, 2024	BUY	$41.39 - $45.98 $82 - $91	2 Added 0.02%	8,975 $412,000
Q4 2023 Jan 29, 2024	BUY	$37.18 - $42.02 $74 - $84	2 Added 0.02%	8,973 $376,000
Q3 2023 Nov 13, 2023	BUY	$38.54 - $40.44 $53,146 - $55,766	1,379 Added 18.16%	8,971 $347,000
Q2 2023 Aug 10, 2023	BUY	$39.29 - $40.67 $13,555 - $14,031	345 Added 4.76%	7,592 $304,000
Q1 2023 May 15, 2023	BUY	$36.38 - $39.42 $72 - $78	2 Added 0.03%	7,247 $285,000
Q4 2022 Jan 25, 2023	BUY	$35.63 - $40.75 $1,852 - $2,119	52 Added 0.72%	7,245 $0
Q3 2022 Nov 10, 2022	BUY	$35.81 - $40.82 $179 - $204	5 Added 0.07%	7,193 $258,000
Q2 2022 Aug 11, 2022	BUY	$37.42 - $43.67 $336 - $393	9 Added 0.13%	7,188 $269,000
Q1 2022 May 04, 2022	BUY	$39.56 - $46.1 $9,850 - $11,478	249 Added 3.59%	7,179 $308,000
Q4 2021 Feb 08, 2022	SELL	$42.54 - $45.97 $7,231 - $7,814	-170 Reduced 2.39%	6,930 $317,000
Q3 2021 Nov 09, 2021	SELL	$43.17 - $46.44 $3,539 - $3,808	-82 Reduced 1.14%	7,100 $307,000
Q2 2021 Jul 29, 2021	SELL	$41.62 - $44.6 $24,264 - $26,001	-583 Reduced 7.51%	7,182 $317,000
Q1 2021 May 10, 2021	BUY	$39.63 - $41.58 $237 - $249	6 Added 0.08%	7,765 $321,000
Q4 2020 Feb 16, 2021	BUY	$35.11 - $39.58 $386 - $435	11 Added 0.14%	7,759 $305,000
Q3 2020 Oct 26, 2020	BUY	$34.84 - $37.04 $139 - $148	4 Added 0.05%	7,748 $283,000
Q2 2020 Jul 13, 2020	SELL	$29.36 - $35.76 $133,969 - $163,172	-4,563 Reduced 37.08%	7,744 $272,000
Q1 2020 Apr 16, 2020	BUY	$26.65 - $37.66 $1,812 - $2,560	68 Added 0.56%	12,307 $373,000
Q4 2019 Jan 17, 2020	BUY	$32.51 - $36.69 $617 - $697	19 Added 0.16%	12,239 $445,000
Q3 2019 Oct 17, 2019	BUY	$33.19 - $33.7 $1,692 - $1,718	51 Added 0.42%	12,220 $411,000
Q2 2019 Jul 17, 2019	BUY	N/A	5 Added 0.04%	12,169 $398,000
Q4 2018 Jan 18, 2019	BUY	N/A	12,164 New	12,164 $338,000

Others Institutions Holding IHDG

# of Institutions

284

Shares Held

52.3M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
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Strategic Family Wealth Counselors, L.L.C. Wisdomtree Tr Transaction History