Zimmermann Investment Management & Planning LLC Wisdomtree Tr Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 87,871 shares of IHDG stock, worth $3.88 Million. This represents 1.4% of its overall portfolio holdings.

Number of Shares
87,871
Previous 78,750 11.58%
Holding current value
$3.88 Million
Previous $3.59 Million 11.84%
% of portfolio
1.4%
Previous 1.27%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$42.42 - $46.78 $386,912 - $426,680
9,121 Added 11.58%
87,871 $4.02 Million
Q2 2024

Jul 26, 2024
BUY
$43.96 - $46.57 $382,056 - $404,739
8,691 Added 12.41%
78,750 $3.59 Million
Q1 2024

Apr 22, 2024
BUY
$41.39 - $45.98 $517,706 - $575,117
12,508 Added 21.73%
70,059 $3.22 Million
Q4 2023

Jan 22, 2024
BUY
$37.18 - $42.02 $499,922 - $565,000
13,446 Added 30.49%
57,551 $2.42 Million
Q3 2023

Oct 31, 2023
BUY
$38.54 - $40.44 $1.7 Million - $1.78 Million
44,105 New
44,105 $1.71 Million

Others Institutions Holding IHDG

# of Institutions
243
Shares Held
47.8M
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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