Strategic Financial Concepts, LLC Wisdomtree Tr Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 992,653 shares of IHDG stock, worth $45.6 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

992,653

Previous 22,329 4345.58%

Holding current value

$45.6 Million

Previous $1.02 Billion 2.72%

% of portfolio

0.18%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$43.38 - $46.0 $42.1 Million - $44.6 Million	-969,818 Reduced 97.7%	22,835 $993 Million
Q4 2024 Jan 27, 2025	BUY	$43.38 - $46.0 $42.1 Million - $44.6 Million	970,324 Added 4345.58%	992,653 $993 Million
Q3 2024 Nov 12, 2024	SELL	$42.42 - $46.78 $40.6 Million - $44.7 Million	-956,255 Reduced 97.72%	22,329 $1.02 Billion
Q2 2024 Aug 06, 2024	BUY	$43.96 - $46.57 $42.1 Million - $44.6 Million	956,994 Added 4432.58%	978,584 $21.7 Million
Q1 2024 Apr 22, 2024	BUY	$41.39 - $45.98 $893,610 - $992,708	21,590 New	21,590 $992 Million
Q3 2023 Nov 07, 2023	BUY	$38.54 - $40.44 $306,046 - $321,134	7,941 Added 56.63%	21,963 $851 Million
Q2 2023 Sep 06, 2023	BUY	$39.29 - $40.67 $6,718 - $6,954	171 Added 1.23%	14,022 $563 Million
Q1 2023 Sep 06, 2023	BUY	$36.38 - $39.42 $503,899 - $546,006	13,851 New	13,851 $546 Million

Others Institutions Holding IHDG

# of Institutions

261

Shares Held

50M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Strategic Financial Concepts, LLC Wisdomtree Tr Transaction History