Assetmark, Inc Wisdomtree Tr Transaction History

Assetmark, Inc

  • $45.6 Billion
  • Q3 2025

A detailed history of Assetmark, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Assetmark, Inc holds 2,152 shares of IHDG stock, worth $102,090. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,152
Previous 3,970 45.79%
Holding current value
$102,090
Previous $178,000 44.38%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2025
SELL
$43.81 - $46.31 $79,646 - $84,191
-1,818 Reduced 45.79%
2,152 $99,000
Q2 2025

Aug 04, 2025
BUY
$38.54 - $46.0 $70,682 - $84,364
1,834 Added 85.86%
3,970 $178,000
Q1 2025

May 06, 2025
SELL
$43.4 - $47.51 $13,020 - $14,253
-300 Reduced 12.32%
2,136 $92,000
Q4 2024

Feb 06, 2025
SELL
$43.38 - $46.0 $24,032 - $25,484
-554 Reduced 18.53%
2,436 $105,000
Q3 2024

Nov 01, 2024
BUY
$42.42 - $46.78 $50,098 - $55,247
1,181 Added 65.28%
2,990 $136,000
Q2 2024

Aug 13, 2024
SELL
$43.96 - $46.57 $5,451 - $5,774
-124 Reduced 6.41%
1,809 $82,000
Q1 2024

May 06, 2024
SELL
$41.39 - $45.98 $1,614 - $1,793
-39 Reduced 1.98%
1,933 $88,000
Q4 2023

Feb 09, 2024
BUY
$37.18 - $42.02 $4,238 - $4,790
114 Added 6.14%
1,972 $82,000
Q3 2023

Oct 27, 2023
BUY
$38.54 - $40.44 $4,856 - $5,095
126 Added 7.27%
1,858 $71,000
Q2 2023

Aug 11, 2023
BUY
$39.29 - $40.67 $6,404 - $6,629
163 Added 10.39%
1,732 $69,000
Q1 2023

May 05, 2023
BUY
$36.38 - $39.42 $10,622 - $11,510
292 Added 22.87%
1,569 $61,000
Q4 2022

Feb 10, 2023
BUY
$35.63 - $40.75 $45,499 - $52,037
1,277 New
1,277 $45,000

Others Institutions Holding IHDG

# of Institutions
261
Shares Held
36.6M
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
Track This Portfolio

Track Assetmark, Inc Portfolio

Follow Assetmark, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email