A detailed history of Wealth Management Resources, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 269,613 shares of IHDG stock, worth $12.3 Million. This represents 3.47% of its overall portfolio holdings.

Number of Shares
269,613
Previous 257,146 4.85%
Holding current value
$12.3 Million
Previous $10.8 Million 14.72%
% of portfolio
3.47%
Previous 3.37%

Shares

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

Apr 19, 2024

BUY
$41.39 - $45.98 $516,009 - $573,232
12,467 Added 4.85%
269,613 $12.4 Million
Q4 2023

Jan 19, 2024

BUY
$37.18 - $42.02 $947,272 - $1.07 Million
25,478 Added 11.0%
257,146 $10.8 Million
Q3 2023

Oct 24, 2023

BUY
$38.54 - $40.44 $497,551 - $522,080
12,910 Added 5.9%
231,668 $8.97 Million
Q2 2023

Jul 11, 2023

BUY
$39.29 - $40.67 $331,411 - $343,051
8,435 Added 4.01%
218,758 $8.79 Million
Q1 2023

Apr 10, 2023

BUY
$36.38 - $39.42 $266,883 - $289,185
7,336 Added 3.61%
210,323 $8.29 Million
Q4 2022

Jan 17, 2023

BUY
$35.63 - $40.75 $598,690 - $684,722
16,803 Added 9.02%
202,987 $0
Q3 2022

Oct 13, 2022

BUY
N/A
2,272 Added 1.24%
186,184 $6.68 Million
Q2 2022

Jul 22, 2022

SELL
N/A
-30,300 Reduced 14.14%
183,912 $6.88 Million
Q1 2022

Apr 20, 2022

BUY
N/A
7,471 Added 3.61%
214,212 $9.2 Million
Q4 2021

Feb 10, 2022

BUY
N/A
206,741 New
206,741 $9.46 Million

Others Institutions Holding IHDG

About WISDOMTREE TR


  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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