Willner & Heller, LLC Wisdomtree Tr Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Willner & Heller, LLC holds 10,736 shares of IHDG stock, worth $492,889. This represents 0.51% of its overall portfolio holdings.

Number of Shares
10,736
Previous 6,005 78.78%
Holding current value
$492,889
Previous $213,000 111.27%
% of portfolio
0.51%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
BUY
$37.18 - $42.02 $175,898 - $198,796
4,731 Added 78.78%
10,736 $450,000
Q4 2022

Feb 14, 2023
SELL
$35.63 - $40.75 $28,646 - $32,763
-804 Reduced 11.81%
6,005 $213,000
Q3 2022

Oct 24, 2022
SELL
N/A
-328 Reduced 4.6%
6,809 $244,000
Q2 2022

Jul 22, 2022
SELL
N/A
-736 Reduced 9.35%
7,137 $267,000
Q1 2022

Jul 05, 2022
BUY
N/A
203 Added 2.65%
7,873 $360,000
Q4 2021

Jun 06, 2022
BUY
N/A
7,670 New
7,670 $331,000

Others Institutions Holding IHDG

# of Institutions
236
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR

IHDG Quotes by TradingView
  • Ticker IHDG
  • Sector ETFs
  • Industry ETFs
More about IHDG
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