Castleview Partners, LLC Wisdomtree Tr Transaction History

Castleview Partners, LLC

$151 Million
Q4 2024

A detailed history of Castleview Partners, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Castleview Partners, LLC holds 541 shares of IHDG stock, worth $24,848. This represents 0.02% of its overall portfolio holdings.

Number of Shares

541

Previous 542 0.18%

Holding current value

$24,848

Previous $23,000 -0.0%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$43.38 - $46.0 $43 - $46	-1 Reduced 0.18%	541 $23,000
Q2 2024 Jul 31, 2024	SELL	$43.96 - $46.57 $3,516 - $3,725	-80 Reduced 12.86%	542 $24,000
Q1 2024 May 09, 2024	SELL	$41.39 - $45.98 $5.04 Million - $5.6 Million	-121,696 Reduced 99.49%	622 $28,000
Q4 2023 Feb 05, 2024	SELL	$37.18 - $42.02 $309,188 - $349,438	-8,316 Reduced 6.37%	122,318 $5.14 Million
Q3 2023 Oct 26, 2023	BUY	$38.54 - $40.44 $2.35 Million - $2.46 Million	60,870 Added 87.25%	130,634 $5.06 Million
Q2 2023 Aug 14, 2023	SELL	$39.29 - $40.67 $1.83 Million - $1.9 Million	-46,681 Reduced 40.09%	69,764 $2.8 Million
Q1 2023 May 15, 2023	BUY	$36.38 - $39.42 $26,557 - $28,776	730 Added 0.63%	116,445 $4.59 Million
Q4 2022 Feb 01, 2023	SELL	$35.63 - $40.75 $30,606 - $35,004	-859 Reduced 0.74%	115,715 $4.12 Million
Q3 2022 Nov 10, 2022	BUY	$35.81 - $40.82 $3.47 Million - $3.95 Million	96,840 Added 490.73%	116,574 $4.18 Million
Q2 2022 Aug 17, 2022	SELL	$37.42 - $43.67 $182 Million - $213 Million	-4,869,890 Reduced 99.6%	19,734 $0
Q2 2022 Aug 16, 2022	BUY	$37.42 - $43.67 $178 Million - $208 Million	4,761,237 Added 3708.5%	4,889,624 $0
Q1 2022 May 16, 2022	SELL	$39.56 - $46.1 $217 Million - $253 Million	-5,488,466 Reduced 97.71%	128,387 $5.51 Million
Q4 2021 Feb 17, 2022	BUY	$42.54 - $45.97 $233 Million - $252 Million	5,488,144 Added 4263.99%	5,616,853 $0
Q2 2021 Aug 17, 2021	BUY	$41.62 - $44.6 $5.36 Million - $5.74 Million	128,709 New	128,709 $5.68 Million

Others Institutions Holding IHDG

# of Institutions

278

Shares Held

50.8M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Castleview Partners, LLC Wisdomtree Tr Transaction History