Fortis Capital Management LLC Wisdomtree Tr Transaction History

Fortis Capital Management LLC

$692 Million
Q3 2025

A detailed history of Fortis Capital Management LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Fortis Capital Management LLC holds 68,182 shares of IHDG stock, worth $3.23 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

68,182

Previous 66,233 2.94%

Holding current value

$3.23 Million

Previous $2.98 Million 5.3%

% of portfolio

0.45%

Previous 0.48%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$43.81 - $46.31 $85,385 - $90,258	1,949 Added 2.94%	68,182 $3.14 Million
Q2 2025 Aug 12, 2025	SELL	$38.54 - $46.0 $89,952 - $107,364	-2,334 Reduced 3.4%	66,233 $2.98 Million
Q1 2025 May 09, 2025	BUY	$43.4 - $47.51 $676,823 - $740,918	15,595 Added 29.44%	68,567 $2.98 Million
Q4 2024 Feb 11, 2025	BUY	$43.38 - $46.0 $207,790 - $220,340	4,790 Added 9.94%	52,972 $2.3 Million
Q3 2024 Nov 05, 2024	BUY	$42.42 - $46.78 $620,180 - $683,923	14,620 Added 43.56%	48,182 $2.2 Million

Q2 2024 Jul 23, 2024	BUY	$43.96 - $46.57 $338,096 - $358,169	7,691 Added 29.73%	33,562 $1.53 Million
Q1 2024 Apr 30, 2024	BUY	$41.39 - $45.98 $220,401 - $244,843	5,325 Added 25.92%	25,871 $1.19 Million
Q4 2023 Feb 12, 2024	BUY	$37.18 - $42.02 $528,290 - $597,062	14,209 Added 224.22%	20,546 $862,000
Q3 2023 Nov 03, 2023	BUY	$38.54 - $40.44 $50,525 - $53,016	1,311 Added 26.08%	6,337 $245,000
Q2 2023 Aug 04, 2023	BUY	$39.29 - $40.67 $197,471 - $204,407	5,026 New	5,026 $201,000

Others Institutions Holding IHDG

# of Institutions

261

Shares Held

36.6M

Call Options Held

Put Options Held

View Full List

About WISDOMTREE TR

Ticker IHDG
Sector ETFs
Industry ETFs

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Fortis Capital Management LLC Wisdomtree Tr Transaction History