Herold Advisors, Inc. Wisdomtree Tr Transaction History

Herold Advisors, Inc.

  • $411 Million
  • Q3 2025

A detailed history of Herold Advisors, Inc. transactions in Wisdomtree Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 5,629 shares of IHDG stock, worth $267,039. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,629
Previous 6,220 9.5%
Holding current value
$267,039
Previous $280,000 7.5%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$43.81 - $46.31 $25,891 - $27,369
-591 Reduced 9.5%
5,629 $259,000
Q2 2025

Aug 14, 2025
SELL
$38.54 - $46.0 $75,731 - $90,390
-1,965 Reduced 24.01%
6,220 $280,000
Q1 2025

May 13, 2025
BUY
$43.4 - $47.51 $34,199 - $37,437
788 Added 10.65%
8,185 $355,000
Q3 2024

Nov 14, 2024
SELL
$42.42 - $46.78 $13,616 - $15,016
-321 Reduced 4.16%
7,397 $338,000
Q1 2024

May 10, 2024
SELL
$41.39 - $45.98 $196,395 - $218,175
-4,745 Reduced 38.07%
7,718 $354,000
Q4 2023

Feb 02, 2024
SELL
$37.18 - $42.02 $11,265 - $12,732
-303 Reduced 2.37%
12,463 $523,000
Q3 2023

Nov 08, 2023
SELL
$38.54 - $40.44 $142,174 - $149,183
-3,689 Reduced 22.42%
12,766 $494,000
Q2 2023

Jul 14, 2023
BUY
$39.29 - $40.67 $363,707 - $376,482
9,257 Added 128.61%
16,455 $660,000
Q1 2023

Apr 19, 2023
BUY
$36.38 - $39.42 $24,447 - $26,490
672 Added 10.3%
7,198 $283,000
Q4 2022

Feb 14, 2023
BUY
$35.63 - $40.75 $232,521 - $265,934
6,526 New
6,526 $232,000
Q2 2022

Jul 15, 2022
SELL
$37.42 - $43.67 $147,509 - $172,147
-3,942 Closed
0 $0
Q1 2022

May 09, 2022
BUY
$39.56 - $46.1 $155,945 - $181,726
3,942 New
3,942 $0
Q4 2021

Jan 20, 2022
SELL
$42.54 - $45.97 $167,692 - $181,213
-3,942 Closed
0 $0
Q3 2021

Nov 03, 2021
BUY
$43.17 - $46.44 $170,176 - $183,066
3,942 New
3,942 $170,000

Others Institutions Holding IHDG

# of Institutions
262
Shares Held
36.5M
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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