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 8,825 shares of IHDG stock, worth $405,155. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,825
Previous 8,825 -0.0%
Holding current value
$405,155
Previous $370,000 9.46%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
N/A
8,125 New
8,125 $351,000

Others Institutions Holding IHDG

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
Track This Portfolio

Track U.S. Capital Wealth Advisors, LLC Portfolio

Follow U.S. Capital Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of U.S. Capital Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on U.S. Capital Wealth Advisors, LLC with notifications on news.