Trademark Financial Management, LLC Wisdomtree Tr Transaction History

Trademark Financial Management, LLC

  • $131 Billion
  • Q1 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 16,629 shares of IHDG stock, worth $720,035. This represents 0.55% of its overall portfolio holdings.

Number of Shares
16,629
Previous 16,957 1.93%
Holding current value
$720,035
Previous $737 Million 2.09%
% of portfolio
0.55%
Previous 0.59%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
284
Shares Held
52.3M
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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