Atria Investments LLC Wisdomtree Tr Transaction History

Atria Investments LLC

$7.49 Billion
Q4 2024

A detailed history of Atria Investments LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Atria Investments LLC holds 66,222 shares of IHDG stock, worth $3.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

66,222

Previous 75,730 12.56%

Holding current value

$3.06 Million

Previous $3.46 Million 16.82%

% of portfolio

0.04%

Previous 0.05%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	SELL	$43.38 - $46.0 $412,457 - $437,368	-9,508 Reduced 12.56%	66,222 $2.88 Million
Q3 2024 Nov 01, 2024	SELL	$42.42 - $46.78 $1.54 Million - $1.7 Million	-36,313 Reduced 32.41%	75,730 $3.46 Million
Q2 2024 Aug 13, 2024	BUY	$43.96 - $46.57 $3.64 Million - $3.86 Million	82,854 Added 283.85%	112,043 $5.11 Million
Q1 2024 May 21, 2024	BUY	$41.39 - $45.98 $51,654 - $57,383	1,248 Added 4.47%	29,189 $1.34 Million
Q4 2023 Feb 14, 2024	BUY	$37.18 - $42.02 $52,200 - $58,996	1,404 Added 5.29%	27,941 $1.17 Million
Q3 2023 Nov 07, 2023	BUY	$38.54 - $40.44 $1.02 Million - $1.07 Million	26,537 New	26,537 $1.03 Million
Q2 2019 Aug 09, 2019	BUY	N/A	13,055 New	13,055 $0
Q2 2018 Jul 13, 2018	SELL	N/A	-11,792 Closed	0 $0
Q1 2018 Apr 30, 2018	BUY	N/A	4,496 Added 61.62%	11,792 $364,000
Q4 2017 Jan 16, 2018	BUY	N/A	7,296	7,296 $231,000

Others Institutions Holding IHDG

# of Institutions

279

Shares Held

51.1M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

More about IHDG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Atria Investments LLC with notifications on news.

Account

Atria Investments LLC Wisdomtree Tr Transaction History