Wealth Management Resources, Inc. Wisdomtree Tr Transaction History
Wealth Management Resources, Inc.
- $309 Million
- Q3 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 378,456 shares of IHDG stock, worth $17.6 Million. This represents 5.64% of its overall portfolio holdings.
Number of Shares
378,456
Previous 371,370
1.91%
Holding current value
$17.6 Million
Previous $16.7 Million
4.24%
% of portfolio
5.64%
Previous 5.71%
Shares
16 transactions
Others Institutions Holding IHDG
# of Institutions
266Shares Held
42.7MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC5.23MShares$244 Million0.08% of portfolio
-
Morgan Stanley New York, NY4.3MShares$201 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC2.93MShares$136 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.63MShares$76.1 Million0.03% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL1.33MShares$61.8 Million0.08% of portfolio