Trademark Financial Management, LLC Wisdomtree Tr Transaction History

Trademark Financial Management, LLC

$164 Billion
Q2 2025

A detailed history of Trademark Financial Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Trademark Financial Management, LLC holds 6,432 shares of IHDG stock, worth $289,440. This represents 0.18% of its overall portfolio holdings.

Number of Shares

6,432

Previous 16,629 61.32%

Holding current value

$289,440

Previous $722 Million 59.85%

% of portfolio

0.18%

Previous 0.55%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$38.54 - $46.0 $392,992 - $469,062	-10,197 Reduced 61.32%	6,432 $290 Million
Q1 2025 Apr 25, 2025	SELL	$43.4 - $47.51 $14,235 - $15,583	-328 Reduced 1.93%	16,629 $722 Million
Q4 2024 Jan 30, 2025	SELL	$43.38 - $46.0 $646,839 - $685,906	-14,911 Reduced 46.79%	16,957 $737 Million
Q3 2024 Oct 31, 2024	SELL	$42.42 - $46.78 $181,133 - $199,750	-4,270 Reduced 11.82%	31,868 $1.46 Billion
Q2 2024 Jul 30, 2024	BUY	$43.96 - $46.57 $472,482 - $500,534	10,748 Added 42.33%	36,138 $1.65 Billion
Q1 2024 May 07, 2024	SELL	$41.39 - $45.98 $19,701 - $21,886	-476 Reduced 1.84%	25,390 $1.17 Billion
Q4 2023 Feb 13, 2024	BUY	$37.18 - $42.02 $961,697 - $1.09 Million	25,866 New	25,866 $1.09 Billion

Others Institutions Holding IHDG

# of Institutions

269

Shares Held

47.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Trademark Financial Management, LLC Wisdomtree Tr Transaction History