Assetmark, Inc Wisdomtree Tr Transaction History

Assetmark, Inc

$47.4 Billion
Q4 2025

A detailed history of Assetmark, Inc transactions in Wisdomtree Tr stock. As of the latest transaction made, Assetmark, Inc holds 3,129 shares of IHDG stock, worth $148,439. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,129

Previous 2,152 45.4%

Holding current value

$148,439

Previous $99,000 49.49%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 23, 2026	BUY	$45.93 - $48.13 $44,873 - $47,023	977 Added 45.4%	3,129 $148,000
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

267

Shares Held

36.7M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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