Caliber Wealth Management, LLC Wisdomtree Tr Transaction History

Caliber Wealth Management, LLC

  • $188 Million
  • Q1 2024

A detailed history of Caliber Wealth Management, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Caliber Wealth Management, LLC holds 126,658 shares of IHDG stock, worth $6.01 Million. This represents 3.09% of its overall portfolio holdings.

Number of Shares
126,658
Previous 119,806 5.72%
Holding current value
$6.01 Million
Previous $5.03 Million 15.67%
% of portfolio
3.09%
Previous 2.96%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 25, 2024
BUY
$41.39 - $45.98 $283,604 - $315,054
6,852 Added 5.72%
126,658 $5.82 Million
Q4 2023

Apr 22, 2024
BUY
$37.18 - $42.02 $29,855 - $33,742
803 Added 0.67%
119,806 $5.03 Million
Q3 2023

Oct 16, 2023
BUY
$38.54 - $40.44 $95,771 - $100,493
2,485 Added 2.13%
119,003 $4.61 Million
Q2 2023

Jul 27, 2023
BUY
$39.29 - $40.67 $252,831 - $261,711
6,435 Added 5.85%
116,518 $4.68 Million
Q1 2023

Apr 10, 2023
BUY
$36.38 - $39.42 $4 Million - $4.34 Million
110,083 New
110,083 $4.34 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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