Congress Wealth Management LLC Wisdomtree Tr Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 173,847 shares of IHDG stock, worth $8.25 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

173,847

Previous 179,457 3.13%

Holding current value

$8.25 Million

Previous $7.79 Million 0.55%

% of portfolio

0.08%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$38.54 - $46.0 $216,209 - $258,060	-5,610 Reduced 3.13%	173,847 $7.83 Million
Q1 2025 May 14, 2025	BUY	$43.4 - $47.51 $4.99 Million - $5.47 Million	115,071 Added 178.72%	179,457 $7.79 Million
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

261

Shares Held

36.6M

Call Options Held

Put Options Held

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About WISDOMTREE TR

Ticker IHDG
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Congress Wealth Management LLC Wisdomtree Tr Transaction History