Congress Wealth Management LLC Wisdomtree Tr Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 64,386 shares of IHDG stock, worth $3.03 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
64,386
Previous 64,431 0.07%
Holding current value
$3.03 Million
Previous $2.94 Million 4.96%
% of portfolio
0.04%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$43.38 - $46.0 $1,952 - $2,070
-45 Reduced 0.07%
64,386 $2.8 Million
Q2 2024

Aug 13, 2024
SELL
$43.96 - $46.57 $9,803 - $10,385
-223 Reduced 0.34%
64,431 $2.94 Million
Q1 2024

Apr 18, 2024
BUY
$41.39 - $45.98 $538 - $597
13 Added 0.02%
64,654 $2.97 Million
Q4 2023

Feb 09, 2024
BUY
$37.18 - $42.02 $281,824 - $318,511
7,580 Added 13.28%
64,641 $2.71 Million
Q3 2023

Oct 30, 2023
BUY
$38.54 - $40.44 $389,022 - $408,201
10,094 Added 21.49%
57,061 $2.21 Million
Q2 2023

Jul 13, 2023
SELL
$39.29 - $40.67 $29,271 - $30,299
-745 Reduced 1.56%
46,967 $1.89 Million
Q1 2023

Apr 14, 2023
BUY
$36.38 - $39.42 $19,099 - $20,695
525 Added 1.11%
47,712 $1.88 Million
Q4 2022

Feb 02, 2023
BUY
$35.63 - $40.75 $2,921 - $3,341
82 Added 0.17%
47,187 $1.68 Million
Q3 2022

Nov 08, 2022
SELL
$35.81 - $40.82 $43,043 - $49,065
-1,202 Reduced 2.49%
47,105 $1.69 Million
Q2 2022

Aug 11, 2022
SELL
$37.42 - $43.67 $80,340 - $93,759
-2,147 Reduced 4.26%
48,307 $1.81 Million
Q1 2022

May 16, 2022
BUY
$39.56 - $46.1 $316 - $368
8 Added 0.02%
50,454 $2.17 Million
Q4 2021

Feb 04, 2022
BUY
$42.54 - $45.97 $2.15 Million - $2.32 Million
50,446 New
50,446 $2.31 Million

Others Institutions Holding IHDG

# of Institutions
275
Shares Held
50.7M
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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