U.S. Capital Wealth Advisors, LLC Wisdomtree Tr Transaction History

U.S. Capital Wealth Advisors, LLC

$3.21 Billion
Q2 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 7,750 shares of IHDG stock, worth $348,750. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,750

Previous 6,750 14.81%

Holding current value

$348,750

Previous $292,000 19.52%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$38.54 - $46.0 $38,540 - $46,000	1,000 Added 14.81%	7,750 $349,000
Q3 2024 Oct 22, 2024	SELL	$42.42 - $46.78 $67,575 - $74,520	-1,593 Reduced 19.09%	6,750 $308,000
Q2 2024 Jul 11, 2024	SELL	$43.96 - $46.57 $21,188 - $22,446	-482 Reduced 5.46%	8,343 $380,000
Q2 2023 Aug 04, 2023	BUY	$39.29 - $40.67 $47,148 - $48,804	1,200 Added 15.74%	8,825 $354,000
Q4 2022 Feb 03, 2023	SELL	$35.63 - $40.75 $17,815 - $20,375	-500 Reduced 6.15%	7,625 $271,000
Q3 2021 Nov 01, 2021	BUY	$43.17 - $46.44 $350,756 - $377,325	8,125 New	8,125 $351,000

Others Institutions Holding IHDG

# of Institutions

269

Shares Held

45.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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U.S. Capital Wealth Advisors, LLC Wisdomtree Tr Transaction History