Amplius Wealth Advisors, LLC Wisdomtree Tr Transaction History

Amplius Wealth Advisors, LLC

  • $851 Million
  • Q3 2025

A detailed history of Amplius Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Amplius Wealth Advisors, LLC holds 5,180 shares of IHDG stock, worth $245,739. This represents 0.03% of its overall portfolio holdings.

Number of Shares
5,180
Previous 6,132 15.53%
Holding current value
$245,739
Previous $276,000 13.77%
% of portfolio
0.03%
Previous 0.03%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$43.81 - $46.31 $41,707 - $44,087
-952 Reduced 15.53%
5,180 $238,000
Q1 2025

Apr 10, 2025
SELL
$43.4 - $47.51 $15,190 - $16,628
-350 Reduced 5.4%
6,132 $268,000
Q1 2024

Apr 16, 2024
SELL
$41.39 - $45.98 $355,002 - $394,370
-8,577 Reduced 56.96%
6,482 $297,000
Q4 2023

Jan 10, 2024
SELL
$37.18 - $42.02 $57,629 - $65,131
-1,550 Reduced 9.33%
15,059 $632,000
Q3 2023

Oct 17, 2023
SELL
$38.54 - $40.44 $146,452 - $153,672
-3,800 Reduced 18.62%
16,609 $643,000
Q2 2023

Jul 26, 2023
SELL
$39.29 - $40.67 $677,241 - $701,028
-17,237 Reduced 45.79%
20,409 $819,000
Q1 2023

Apr 25, 2023
SELL
$36.38 - $39.42 $198,271 - $214,839
-5,450 Reduced 12.65%
37,646 $1.48 Million
Q4 2022

Jan 19, 2023
SELL
$35.63 - $40.75 $129,657 - $148,289
-3,639 Reduced 7.79%
43,096 $0
Q3 2022

Nov 10, 2022
SELL
$35.81 - $40.82 $34,914 - $39,799
-975 Reduced 2.04%
46,735 $1.68 Million
Q2 2022

Jul 21, 2022
SELL
$37.42 - $43.67 $113,382 - $132,320
-3,030 Reduced 5.97%
47,710 $1.79 Million
Q1 2022

May 09, 2022
SELL
$39.56 - $46.1 $38,571 - $44,947
-975 Reduced 1.89%
50,740 $2.18 Million
Q4 2021

Jan 28, 2022
BUY
$42.54 - $45.97 $2.2 Million - $2.38 Million
51,715 New
51,715 $2.37 Million

Others Institutions Holding IHDG

# of Institutions
261
Shares Held
36.7M
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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