Trinity Wealth Management, LLC Wisdomtree Tr Transaction History

Trinity Wealth Management, LLC

  • $194 Million
  • Q1 2024

A detailed history of Trinity Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 236,204 shares of IHDG stock, worth $10.8 Million. This represents 5.6% of its overall portfolio holdings.

Number of Shares
236,204
Previous 232,925 1.41%
Holding current value
$10.8 Million
Previous $9.78 Million 10.95%
% of portfolio
5.6%
Previous 5.85%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$41.39 - $45.98 $135,717 - $150,768
3,279 Added 1.41%
236,204 $10.9 Million
Q4 2023

Jan 18, 2024
BUY
$37.18 - $42.02 $230,107 - $260,061
6,189 Added 2.73%
232,925 $9.78 Million
Q3 2023

Oct 10, 2023
BUY
$38.54 - $40.44 $172,350 - $180,847
4,472 Added 2.01%
226,736 $8.78 Million
Q2 2023

Jul 14, 2023
BUY
$39.29 - $40.67 $239,001 - $247,395
6,083 Added 2.81%
222,264 $8.93 Million
Q1 2023

Apr 12, 2023
BUY
$36.38 - $39.42 $459,915 - $498,347
12,642 Added 6.21%
216,181 $8.52 Million
Q4 2022

Jan 23, 2023
BUY
$35.63 - $40.75 $1.23 Million - $1.41 Million
34,546 Added 20.44%
203,539 $0
Q3 2022

Oct 13, 2022
BUY
N/A
5,480 Added 3.35%
168,993 $6.07 Million
Q2 2022

Jul 13, 2022
BUY
N/A
5,188 Added 3.28%
163,513 $6.12 Million
Q1 2022

Apr 21, 2022
BUY
N/A
3,681 Added 2.38%
158,325 $6.8 Million
Q4 2021

Feb 02, 2022
BUY
N/A
9,550 Added 6.58%
154,644 $7.08 Million
Q3 2021

Oct 28, 2021
BUY
N/A
4,890 Added 3.49%
145,094 $6.26 Million
Q2 2021

Jul 27, 2021
BUY
N/A
8,910 Added 6.79%
140,204 $6.19 Million
Q1 2021

May 20, 2021
BUY
N/A
52,979 Added 67.65%
131,294 $5.42 Million
Q4 2020

Feb 09, 2021
BUY
N/A
13,066 Added 20.02%
78,315 $3.08 Million
Q2 2020

Aug 05, 2020
SELL
N/A
-11,822 Reduced 15.34%
65,249 $2.29 Million
Q1 2020

May 11, 2020
SELL
N/A
-24,236 Reduced 23.92%
77,071 $2.33 Million
Q4 2019

Feb 26, 2020
BUY
N/A
101,307 New
101,307 $3.68 Million

Others Institutions Holding IHDG

# of Institutions
236
Shares Held
39M
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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