Wealth Management Resources, Inc. Wisdomtree Tr Transaction History

Wealth Management Resources, Inc.

$276 Million
Q1 2025

A detailed history of Wealth Management Resources, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Wealth Management Resources, Inc. holds 364,385 shares of IHDG stock, worth $16.5 Million. This represents 5.74% of its overall portfolio holdings.

Number of Shares

364,385

Previous 359,387 1.39%

Holding current value

$16.5 Million

Previous $15.6 Million 1.23%

% of portfolio

5.74%

Previous 5.76%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$43.4 - $47.51 $216,913 - $237,454	4,998 Added 1.39%	364,385 $15.8 Million
Q4 2024 Jan 21, 2025	BUY	$43.38 - $46.0 $3.59 Million - $3.81 Million	82,769 Added 29.92%	359,387 $15.6 Million
Q3 2024 Oct 31, 2024	BUY	$42.42 - $46.78 $269,282 - $296,959	6,348 Added 2.35%	276,618 $12.6 Million
Q2 2024 Jul 17, 2024	BUY	$43.96 - $46.57 $28,881 - $30,596	657 Added 0.24%	270,270 $12.3 Million
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	$35.81 - $40.82 $81,360 - $92,743	2,272 Added 1.24%	186,184 $6.68 Million
Q2 2022 Jul 22, 2022	SELL	$37.42 - $43.67 $1.13 Million - $1.32 Million	-30,300 Reduced 14.14%	183,912 $6.88 Million
Q1 2022 Apr 20, 2022	BUY	$39.56 - $46.1 $295,552 - $344,413	7,471 Added 3.61%	214,212 $9.2 Million
Q4 2021 Feb 10, 2022	BUY	$42.54 - $45.97 $8.79 Million - $9.5 Million	206,741 New	206,741 $9.46 Million

Others Institutions Holding IHDG

# of Institutions

284

Shares Held

52.3M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Wealth Management Resources, Inc. Wisdomtree Tr Transaction History